Anthony Fella
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 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 assetsHourlyFixed or flat fee
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 Private WealthDec 2025 to now
- Citizens BankDec 2025 to now
- Citizens Securities, Inc.Dec 2025 to now
- Flagstar Advisors/flagstar BankApr 2023 to Dec 2025
- Signature Securities Group Corp./signature BankSep 2019 to Apr 2023
- Transamerica Investor Securities CorporationApr 2018 to Sep 2019
- Transamerica Retirement SolutionsApr 2018 to Sep 2019
- Telstar Home EntertainmentJan 2017 to Apr 2018
- JP Morgan Securities LLCMar 2016 to Jan 2017
- JPMorgan Chase BankMar 2016 to Jan 2017
- Winick ProductionsJun 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 5547247
- Firm CRD
- 106743