Kunal Sharma
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
2 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.Jun 2026 to now
- Bank of America, N.A.Jan 2022 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Jun 2026
- JP Morgan Chase Bank N.A.Mar 2021 to Jan 2022
- JP Morgan Securities LLCMar 2021 to Jan 2022
- Wells Fargo Clearing Services, LLCMay 2019 to Feb 2021
- Wells Fargo Bank, NADec 2018 to Feb 2021
- Bb&t BankMay 2018 to Dec 2018
- UnemployedFeb 2018 to Apr 2018
- Fitness International IncJan 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7123541
- Firm CRD
- 39550