Charles Lees
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
4 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
10 years in the industry.
- Citizens Securities, Inc.May 2025 to now
- Citizens Bank (investor Bank Legacy)Jan 2022 to Feb 2026
- Valley BankMar 2021 to Jan 2022
- Homemaking (employment Gap)Oct 2019 to Mar 2021
- Movement MortgageOct 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).
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
- 8103746
- Firm CRD
- 39550