Joshua Edward Meyer
Investment adviser representative at Citizens Securities, Inc.
12 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
12 years in the industry.
- Citizens Securities, Inc.Apr 2026 to now
- Citizens Securitiess, IncOct 2022 to Apr 2026
- Citizens Bank, N/aJul 2021 to Apr 2026
- Citizens Securities Inc.Nov 2018 to Oct 2022
- Citizens BankNov 2018 to Jul 2021
- PNC BankOct 2014 to Oct 2018
- PNC InvestmentsOct 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (FL, OH, PA, WV).
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
- 4494849
- Firm CRD
- 39550