Ricardo Reyes
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
8 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Ricardo Reyes? 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
11 years in the industry.
- Citizens Securities, Inc.Jan 2024 to now
- MML Investors Services LLCFeb 2023 to Jan 2024
- Mass Mutual Life Insurance CompanyJan 2023 to Jan 2024
- UnemployedOct 2022 to Feb 2023
- AlchemerJun 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Jun 2022
- National Securities CorpJul 2018 to Dec 2018
- Dodge Data & AnalyticsMar 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 8 states (CA, CT, FL, MD, NJ, NY, OH, PA).
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
- 5999412
- Firm CRD
- 39550