Hafez Emanian
Investment adviser representative at Citizens Securities, Inc.
19 yearsExperience
10 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
19 years in the industry.
- Citizens Securities, Inc.Sep 2023 to now
- J. P. Morgan Securities LLCJan 2022 to Sep 2023
- JPMorgan Chase Bank N.A.Jan 2022 to Sep 2023
- Bank of America, N.A.Sep 2018 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Jan 2022
- Avis/budgetMay 2018 to Jun 2018
- Intrust BankOct 2017 to Aug 2018
- Liberty Mutual InsuranceFeb 2017 to Sep 2017
- Eagle CarsApr 2007 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 10 states (CA, CT, DC, FL, GA, MD, ME, MN, NH, NY).
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
- 7203543
- Firm CRD
- 39550