Eric Joseph Brown
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
2 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
13 years in the industry.
- Citizens Securities, Inc.Nov 2025 to now
- Charles Schwab Bank, SsbAug 2018 to Nov 2025
- Charles Schwab & Co., Inc.Jun 2017 to Nov 2025
- Genoa-qol Healthcare CompanyDec 2015 to Jun 2017
- Giant Eagle PharmacyAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (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
- 6816819
- Firm CRD
- 39550