Christopher Anthony Pellegrino
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Apr 2026 to now
- UnemployedFeb 2025 to Mar 2026
- Wells Fargo Clearing Services, LLCOct 2022 to Jan 2025
- Wells Fargo Bank, NASep 2022 to Jan 2025
- Cco Investment ServicesMar 2014 to Sep 2022
- Citizens BankMar 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 3107137
- Firm CRD
- 39550