Steven Potwin
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
4 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Steven Potwin? 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.Feb 2024 to now
- Northwestern Mutual Wealth Management CompanyJun 2023 to Feb 2024
- Northwestern Mutual Investment ServicesMay 2023 to Feb 2024
- Randy LowenbergMay 2023 to Feb 2024
- AgiaDec 2022 to Apr 2023
- Valic Financial Advisors, Inc.Aug 2022 to Apr 2023
- UnemployedFeb 2022 to Aug 2022
- TD BankSep 2021 to Feb 2022
- Citizens Securities, Inc.Sep 2020 to Aug 2021
- Citizens BankMay 2018 to Sep 2020
- UnemployedFeb 2018 to May 2018
- Boston Beer WorksSep 2016 to Dec 2016
- Santander Bank, NAAug 2012 to Feb 2018
- Santander Securities, LLCAug 2012 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (AL, FL, NH, VT).
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
- 5015762
- Firm CRD
- 39550