Adam B Gorlyn
Investment adviser representative at Citizens Private Wealth
19 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Citizens Private WealthDec 2024 to now
- Citizens Securities, Inc.Dec 2024 to now
- Citizens BankOct 2024 to now
- UnemployedDec 2023 to Sep 2024
- Cnr Securities, LLCSep 2022 to Oct 2023
- Franklin Advisers IncApr 2012 to Jul 2022
- Franklin Templeton Financial Services Corp.Mar 2007 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2807709
- Firm CRD
- 106743