Thomas Charles Vorio
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
Are you Thomas Charles Vorio? 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
10 years in the industry.
- Citizens Securities, Inc.Jun 2023 to now
- Guardian Life Insurance CompnayFeb 2020 to Jun 2023
- Mw FinancialFeb 2020 to Jun 2023
- Park Avenue SecuritiesFeb 2020 to Jun 2023
- Northwestern Mutual Weath Management CompanySep 2017 to Feb 2020
- Northwestern Mutual Investment Services LLCJan 2017 to Feb 2020
- Northwestern Mutual Life Insurance CompanyJan 2017 to Feb 2020
- UnemployedSep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 8 states (CA, CT, FL, MD, NJ, NY, PA, SC).
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
- 6736410
- Firm CRD
- 39550