Randall Rosendo Marquez
Investment adviser representative at Citizens Securities, Inc.
19 yearsExperience
4 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
19 years in the industry.
- Citizens Securities, Inc.Nov 2024 to now
- Charles Schwab & Co., Inc.Dec 2022 to Nov 2024
- Charles Schwab Bank, SsbDec 2022 to Nov 2024
- TD Ameritrade Investment Management, LLCSep 2015 to Jun 2024
- TD Ameritrade, Inc.Jul 2007 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 4 states (NJ, NY, PA, VA).
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
- 4264308
- Firm CRD
- 39550