Teddy Ruchai
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Citizens Securities, Inc.Jun 2026 to now
- J.P. Morgan Securities LLCJun 2024 to Jun 2026
- JPMorgan Chase Bank, N.A.Jun 2024 to Jun 2026
- ParexelMay 2023 to May 2024
- UnemployedFeb 2023 to Apr 2023
- Ppd, Inc.Nov 2022 to Jan 2023
- Syneos HealthSep 2021 to Jan 2023
- Icon PlcMar 2021 to Sep 2021
- UnemployedAug 2020 to Feb 2021
- Viacom CbsJul 2011 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, 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
- 7940644
- Firm CRD
- 39550