Helio Sergio Sousa erazo

Investment adviser representative at Citizens Securities, Inc.

10 yearsExperience

12 statesRegistered in

$12.9BFirm assets

23 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

These describe the firm as a whole, not only this advisor.

10 years in the industry.

Registered as an investment adviser representative in 12 states (AZ, CA, CT, FL, GA, ME, NC, NH, OH, PA, RI, TX).

$12.9BAssets managed

60,545Clients

705Advisers

23 yearsIn business

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.