Christian Gotzman
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
49 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Christian Gotzman? 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
13 years in the industry.
- Citizens Securities, Inc.Jun 2025 to now
- LPL Enterprise, LLCNov 2024 to Jun 2025
- The Prudential Insurance Company of AmericaSep 2023 to Jun 2025
- Pruco Securities LLCMay 2023 to Nov 2024
- Rheumatology Specialty CenterDec 2021 to Jan 2022
- Rheumatology Specialty CenterJun 2021 to Aug 2021
- Acme MarketsApr 2020 to Jul 2020
- University of PittsburghJan 2020 to Apr 2023
- Acme MarketsMay 2016 to Nov 2019
- UnemployedJan 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 49 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
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
- 7759942
- Firm CRD
- 39550