Nicholas Henry Banks
Investment adviser representative at Citizens Private Wealth
13 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
13 years in the industry.
- Citizens Private WealthMay 2022 to now
- Citizens BankMay 2022 to now
- Citizens Securities, Inc.May 2022 to now
- UnemployedSep 2021 to May 2022
- Fidelity Brokerage Services LLCJul 2018 to Sep 2021
- UnemployedMar 2017 to Jul 2018
- Bank of America, N.A.Jul 2013 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
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
- 2852193
- Firm CRD
- 106743