Mohamed Elhannawi
Investment adviser representative at Citizens Securities, Inc.
10 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
10 years in the industry.
- Citizens Securities, Inc.May 2026 to now
- J.P. Morgan Securities LLCOct 2022 to May 2026
- JPMorgan Chase Bank, N.A.Oct 2022 to May 2026
- Citizens BankJan 2022 to Sep 2022
- UberOct 2021 to Dec 2021
- Florida Financial AdvisorsSep 2021 to Oct 2021
- LyftJul 2021 to Sep 2021
- UnemployedMay 2021 to Jul 2021
- University of Massachusetts BostonJan 2019 to May 2021
- UnemployedJan 2018 to Jan 2019
- University of MansuraJul 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7449597
- Firm CRD
- 39550