Joseph Michael Faragasso
Investment adviser representative at Citizens Securities, Inc.
16 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Joseph Michael Faragasso? 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
16 years in the industry.
- Citizens Securities, Inc.May 2025 to now
- Northwestern Mutual Wealth Management CompanyJul 2022 to May 2025
- Northwestern Mutual Investment Services LLCJun 2022 to May 2025
- Northwestern Mutual Life Insurance CompanyJun 2022 to May 2025
- Western Southern LifeDec 2016 to Jun 2022
- W&s Brokerage ServicesMar 2016 to Jun 2022
- MML Investors Services IncJun 2010 to Dec 2016
- Mass MutualMay 2010 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, 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
- 4739407
- Firm CRD
- 39550