TrueAdvisor
TrueAdvisor
DG
CFP
DG
CFP

Daniel Grijalva

Citizens Securities, INC.
4 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

520 White Plains Rd, Tarrytown, NY, 10591

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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
June 2025 - Present · 8 mos
Citizens Securities, INC.
February 2025 - Present · 1 yr
Citizens Private Wealth
May 2021 - Present · 4 yrs 9 mos
State Registrations17 states
AZCACOCTFLGAMEMINCNHNJNYOHPARISCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.