David Marshall Demallie
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
5 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you David Marshall Demallie? 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
17 years in the industry.
- Citizens Securities, Inc.Feb 2025 to now
- Zand, LLCJun 2017 to Aug 2018
- J.P. Morgan Securities LLCOct 2012 to Feb 2025
- JPMorgan Chase Bank NADec 2009 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, MI, NJ, NY).
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
- 5521280
- Firm CRD
- 39550