Leena Srinivas
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
12 years in the industry.
- Citizens Securities, Inc.Jun 2023 to now
- Santander Bank, NAApr 2018 to Jun 2023
- Santander Securities, LLCApr 2018 to Jun 2023
- Bank of AmericaJul 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CT, SC, 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
- 6940369
- Firm CRD
- 39550