Richard Louis Occhiogrosso
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
6 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
11 years in the industry.
- Citizens Securities, Inc.Jul 2025 to now
- Citizens BankJul 2025 to now
- UnemployedMar 2025 to Jun 2025
- J.P. Morgan Securities LLCApr 2017 to Feb 2025
- JP Morgan Chase BankApr 2017 to Feb 2025
- AXA Advisors, LLCAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, NJ, NY, PA, TX).
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
- 6529715
- Firm CRD
- 39550