TrueAdvisor
TrueAdvisor
DM
CFP
DM
CFP

Douglas Scott Moxham

Citizens Securities, INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citizens Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only

Location

400 Lippincott Dr, Ste 100, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citizens Securities, INC.Broker
March 2025 - Present · 11 mos
Citizens Securities, INC.
March 2025 - Present · 11 mos
Citizens Private Wealth
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
PNC InvestmentsBroker
January 2011 - December 2018 · 7 yrs 11 mos
PNC Investments
December 2010 - December 2018 · 8 yrs
PNC Capital Markets LLCBroker
December 2005 - December 2008 · 3 yrs
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - November 2005 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - November 2005 · 4 yrs 3 mos
State Registrations6 states
CADEFLNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.