Fabio Vozila
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
6 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
10 years in the industry.
- Citizens Securities, Inc.Aug 2024 to now
- J.P. Morgan Securities LLCNov 2022 to Aug 2024
- JPMorgan Chase Bank, N.A.Nov 2022 to Aug 2024
- Charles Schwab & Co., Inc.Apr 2020 to Nov 2022
- Charles Schwab Bank SsbApr 2020 to Nov 2022
- HSBC Bank USA N.A.Jun 2016 to Apr 2020
- HSBC Securities (USA) Inc.Jun 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 6 states (FL, IN, MD, NJ, 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
- 3161395
- Firm CRD
- 39550