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Martin Gumowski

Citizens Securities, Inc.

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About Martin Gumowski

Martin Gumowski is an investment advisor representative with Citizens Securities, Inc. based in Fort Lee, NJ. Martin has been in the industry since 2010. Martin is registered to provide investment advice in New Jersey. Martin holds Series 6, 7TO, 63, and 65 licenses. Martin has also previously worked at Morgan Stanley, Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp.. Martin is also registered with FINRA and the SEC.

Firm Information

Martin Gumowski 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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Martin Gumowski’s Registration & Firm History

NJ

06/18/2024 - Present

Citizens Securities, Inc. (FORT LEE NJ)

NJ

09/01/2022 - 04/11/2024

MORGAN STANLEY (Morristown NJ)

NY

11/10/2015 - 08/19/2022

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

10/01/2012 - 11/05/2015

J.P. MORGAN SECURITIES LLC (TEANECK NJ)

NJ

05/03/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (TEANECK NJ)

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Licenses & Designations

IA

Issued 05/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Gumowski.
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