Paul Todd Barnaby
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered 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 2023 to now
- UnemployedDec 2022 to Jan 2023
- Prometheus Financial LLCJan 2022 to Nov 2022
- Prometheus Alternative Investments, IncDec 2021 to Nov 2022
- Prometheus Financial Advisors, LLCDec 2021 to Nov 2022
- UnemployedSep 2020 to Nov 2021
- Private Client ResourcesSep 2019 to Aug 2020
- The Prudential Insurance Company of AmericaMay 2016 to Sep 2019
- Pruco Securities, LLCApr 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6383985
- Firm CRD
- 39550