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Brian Fee

Citizens Securities, Inc.

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About Brian Fee

Brian Fee is a financial advisor at Citizens Securities, Inc. Brian has over 30 years of experience in the financial services industry. Brian has worked for several financial institutions, including TD Ameritrade, Inc., LPL Financial LLC, and CUSO Financial Services, L.P. Brian holds Series 6, 7, 63, and 65 licenses and specializes in providing financial planning and investment management services.

Firm Information

Brian Fee is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Fee’s Registration & Firm History

PA

06/14/2022 - Present

Citizens Securities, Inc. (NEWTOWN SQ PA)

DE

02/26/2018 - 01/20/2021

TD AMERITRADE, INC. (Wilmington DE)

DE

03/03/2017 - 02/26/2018

SCOTTRADE, INC. (NEWARK DE)

PA

11/30/2016 - 03/02/2017

LPL FINANCIAL LLC (SPRINGFIELD PA)

PA

05/04/2015 - 11/30/2016

CUSO FINANCIAL SERVICES, L.P. (UPPER DARBY PA)

PA

09/09/2014 - 05/04/2015

PNC INVESTMENTS (SWARTHMORE PA)

PA

09/19/2012 - 08/26/2014

SANTANDER SECURITIES LLC (CONSHOHOCKEN PA)

PA

09/07/2011 - 09/19/2012

LPL FINANCIAL LLC (DEVON PA)

PA

09/07/2004 - 08/26/2011

CUSO FINANCIAL SERVICES, L.P. (MEDIA PA)

NJ

04/29/2002 - 09/17/2004

RYAN BECK & CO. (FLORHAM PARK NJ)

NY

03/28/2002 - 05/14/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

03/09/2002 - 04/03/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

08/31/1993 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NY

01/30/1992 - 09/01/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

07/12/1989 - 03/03/1992

COPELAND EQUITIES, INC. (SOMERSET NJ)

MI

02/19/1991 - 12/02/1991

OLDE DISCOUNT CORPORATION (DETROIT MI)

NA

02/26/1987 - 07/11/1989

PAMCO SECURITIES AND INSURANCE SERVICES

NA

11/26/1984 - 10/06/1988

EQUICO SECURITIES, INC.

NA

11/26/1984 - 07/01/1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

IA

Issued 11/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1991

Series 7 - General Securities Representative Examination

BC

Issued 11/16/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Fee.
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