Nickolas Morgan
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
23 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
11 years in the industry.
- Citizens Securities, Inc.Mar 2025 to now
- Iheart MediaAug 2018 to now
- Tony Volante State FarmJun 2022 to Jul 2024
- Mt. Zion School of Performing ArtsSep 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 23 states (AZ, CA, DE, FL, GA, IL, IN, KY, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WI).
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
- 8024240
- Firm CRD
- 39550