Megan Ruo
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
8 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
10 years in the industry.
- Citizens Securities, Inc.Feb 2018 to now
- Santander Bank, N.A.Nov 2017 to Feb 2018
- Santander Securities, LLCNov 2017 to Feb 2018
- Dedham Savings BankJul 2017 to Nov 2017
- Sorrento Pacific Financial LLCJul 2017 to Nov 2017
- Citizens Securities, Inc.Apr 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 8 states (CT, FL, IN, NC, NM, RI, TX, VA).
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
- 5860351
- Firm CRD
- 39550