Edward James Golden
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
5 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
10 years in the industry.
- Citizens Securities, Inc.Aug 2025 to now
- Massmutual Life Insurance CompanyMay 2024 to Aug 2025
- MML Investors Services, LLCMay 2024 to Aug 2025
- Nylife Securities, LLCSep 2018 to Apr 2024
- New York Life Insurance CoMay 2018 to Apr 2024
- Pennsylvania State UniversityAug 2017 to May 2018
- Fulton Financial CompanyMay 2017 to Aug 2017
- Pennsylvania State UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (CA, DE, MD, NJ, 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
- 6949955
- Firm CRD
- 39550