Phyllis Marie Petrillo
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
13 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Phyllis Marie Petrillo? Claim your profile
Contact this firm
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
14 years in the industry.
- Citizens Securities, Inc.Apr 2025 to now
- Citizens BankJun 2023 to Apr 2025
- Isi, IncJun 2022 to Jun 2023
- Nylife Securities LLCMay 2018 to Jun 2022
- New York Life Insurance CoMar 2018 to Jun 2022
- UnemployedJan 2018 to Mar 2018
- Cco Investment Services CorpJun 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 13 states (CO, CT, DE, FL, GA, MD, NC, NJ, NY, OK, OR, PA, SC).
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
- 4441254
- Firm CRD
- 39550