Alexis Zang huang
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens Securities, Inc.Jul 2026 to now
- Ad & Ba LLCJul 2024 to Jun 2025
- J.P. Morgan Securities LLCOct 2022 to Jul 2026
- JPMorgan Chase Bank, N.A.Oct 2022 to Jul 2026
- Metro By TmobileFeb 2019 to Oct 2022
- Momentum Real EstateJun 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7658740
- Firm CRD
- 39550