Meghan Elizabeth Kelly
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
3 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.Dec 2024 to now
- Citizens BankDec 2024 to now
- Wells Fargo Bank, NAJun 2023 to Dec 2024
- Wells Fargo Clearing Services, LLCJun 2023 to Dec 2024
- Northwestern Mutual Wealth Management CompanyDec 2022 to Mar 2023
- Northwestern Mutual Investment Services LLCJul 2022 to Mar 2023
- Northwestern Mutual Life Insurance CompanyJul 2022 to Mar 2023
- TransamericaApr 2022 to Jul 2022
- Western and SouthernFeb 2020 to Mar 2022
- Covenant BankApr 2019 to Feb 2020
- Franklin Mint Federal CuJun 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (DE, 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
- 7282534
- Firm CRD
- 39550