Leon Z Yuan
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Citizens Securities, Inc.Nov 2024 to now
- Citizens BankNov 2024 to now
- Morgan StanleyJun 2021 to Nov 2024
- Shenkman Capital ManagementSep 2020 to May 2021
- Baruch CollegeAug 2020 to May 2021
- Morgan StanleyJun 2020 to Aug 2020
- Shenkman Capital ManagementJun 2020 to Jun 2020
- Baruch College Student Academic Consulting CenterSep 2019 to Dec 2019
- Baruch CollegeAug 2019 to May 2020
- CbreJun 2019 to Aug 2019
- Baruch College Student Academic Consulting CenterFeb 2019 to May 2019
- Baruch CollegeAug 2018 to May 2019
- JP Morgan ChaseJul 2018 to Aug 2018
- Baruch CollegeAug 2017 to May 2018
- Kuei Luck Summer Enrichment CampJul 2017 to Aug 2017
- Benjamin N. Cardozo High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7367205
- Firm CRD
- 39550