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Christopher Robert Scarlata

Citizens Securities, Inc.

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About Christopher Robert Scarlata

Christopher Scarlata is a financial advisor registered with Citizens Securities, Inc. Christopher has 22 years of experience in the financial services industry. Christopher is currently registered as a Registered Representative with the firm, and is licensed to provide securities services to residents of Pennsylvania. Christopher also holds a Series 65 license to provide investment advisory services in Pennsylvania. In addition to his current registration with Citizens Securities, Inc., Christopher was previously employed by several other firms including Vanguard Marketing Corporation, Prudential Annuities Distributors, Inc, TIAA-CREF Individual & Institutional Services, LLC, MML Investors Services, Inc., and 1717 Capital Management Company. Christopher is a well-experienced financial advisor, and is committed to providing clients with the highest quality service and advice.

Firm Information

Christopher Scarlata 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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Christopher Scarlata’s Registration & Firm History

PA

01/04/2024 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

09/16/2019 - 12/31/2023

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

08/09/2018 - 02/25/2019

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)

PA

10/01/2007 - 08/01/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)

PA

06/06/2002 - 07/26/2007

MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)

DE

05/16/2001 - 12/19/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

DE

04/20/1999 - 11/30/2000

ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)

OH

11/11/1998 - 01/15/1999

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NY

06/23/1997 - 01/08/1998

SCHRODER & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Robert Scarlata.
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