Stephen J Royce
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Stephen J Royce? Claim your profile
Contact this firm
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 2026 to now
- Key Investment Services LLCMar 2023 to Jan 2026
- KeybankMar 2023 to Jan 2026
- Bank of America N.A.Nov 2022 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Mar 2023
- Key Investment Services LLCOct 2021 to Sep 2022
- KeybankAug 2016 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7450202
- Firm CRD
- 39550