Anthony Michael Coiro
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
9 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
13 years in the industry.
- Citizens Securities, Inc.Sep 2023 to now
- Citizens BankSep 2023 to Nov 2025
- First Republic Investment Management, Inc.Dec 2015 to Sep 2023
- First Republic Securities Company, LLCOct 2013 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CT, FL, NJ, NY, PA, RI, TX).
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
- 5402097
- Firm CRD
- 39550