Nidhi Kapoor
Investment adviser representative at Citizens Securities, Inc.
14 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
14 years in the industry.
- Citizens Bank, N/aOct 2022 to now
- Citizens Securities, Inc.Mar 2019 to now
- Citizens Securitites Inc.Jun 2021 to Oct 2022
- Citizens Bank, N.AJun 2012 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 6 states (MD, NC, NJ, OH, OR, 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
- 7054490
- Firm CRD
- 39550