Michael Timothy Welsh
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
8 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.Jan 2023 to now
- Bank of America, N.A.Dec 2020 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Jan 2023
- P.J. Schneiders & CompanyMay 2020 to Sep 2020
- Kings Grant LiquorsDec 2019 to Jan 2020
- Woodcrest Country ClubJun 2018 to Jul 2019
- Gettysburg CollegeJan 2018 to Dec 2020
- Monmouth UniversityMay 2016 to Dec 2017
- P.J. Schneiders & CompanyJan 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 8 states (DE, FL, MD, NJ, NY, PA, TX, VA).
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
- 7323407
- Firm CRD
- 39550