Anthony Schifano
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
6 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.Jul 2023 to now
- Cetera Investment Advisers LLCJun 2021 to Jul 2023
- Cetera Investment Services LLCJun 2021 to Jun 2023
- Mcs BankJun 2021 to Jun 2023
- IntuitJan 2021 to Jun 2021
- Equitable Advisors, LLCJan 2019 to Dec 2020
- AXA Advisors, LLCJan 2019 to Jun 2020
- Lerch RvJun 2018 to Aug 2018
- Gold Key Real Estate and AppraisingMar 2016 to May 2018
- Grove City CollegeAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, NJ, 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
- 7043993
- Firm CRD
- 39550