Adam Graydon Buckholz
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
4 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.Mar 2024 to now
- Bank of America, N.A.Sep 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Mar 2024
- The Huntington Investment CompanyJun 2018 to Jul 2022
- Huntington BankMar 2017 to Jul 2022
- Mattress FirmApr 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (FL, OH, PA, WV).
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
- 6975859
- Firm CRD
- 39550