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Brian P Nagle
Citizens Securities, INC.
12 Years of Experience
1 Disclosure
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
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Location
6 Russell Street, Ms: Ma606, Woburn, MA, 01801
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
May 2016
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Citizens Private Wealth
May 2024 - Present · 1 yr 9 mos
Citizens Securities, INC.
Broker
May 2024 - Present · 1 yr 9 mos
Citizens Securities, INC.
May 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2024 - June 2024 · 2 mos
J.P. Morgan Securities LLC
Broker
September 2023 - June 2024 · 9 mos
First Republic Securities Company, LLC
Broker
March 2014 - September 2023 · 9 yrs 6 mos
J.P. Morgan Private Wealth Advisors LLC
September 2013 - June 2024 · 10 yrs 9 mos
State Registrations
51 states
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.