Anubhav Bhatyal
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Anubhav Bhatyal? 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
10 years in the industry.
- Citizens Securities, Inc.Sep 2026 to now
- Bank of America, N.A.May 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Sep 2026
- UnemployedJun 2024 to Mar 2025
- Icici BankJun 2022 to May 2024
- Ernst & Young LLPJul 2019 to May 2022
- TravelJun 2019 to Jul 2019
- UnemployedOct 2016 to Jan 2017
- Il&fs Financial ServicesJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 8067849
- Firm CRD
- 39550