Gregory Joseph Gonynor
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
17 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.Apr 2024 to now
- Santander Securities, LLCNov 2022 to Apr 2024
- Santander Bank, NAOct 2022 to Apr 2024
- Nylife Securities LLCNov 2021 to Sep 2022
- New York Life Insurance CompanyOct 2021 to Sep 2022
- Santander Securities, LLCMay 2019 to Sep 2021
- Santander Bank, NAAug 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 17 states (CA, CT, FL, HI, IN, MD, ME, NC, NH, NY, OH, RI, SC, TX, VT, WA, WI).
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
- 7120271
- Firm CRD
- 39550