linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mitchell Weitz

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mitchell? Claim Your Profile

About Mitchell Weitz

Mitchell Weitz is a financial advisor with over 15 years of experience in the industry. Mitchell is currently registered with Citizens Securities, Inc. and Clarfeld, and is licensed to offer investment advice in multiple states. Mitchell holds Series 7, 63, 66 and 7TO licenses and is a Chartered Financial Analyst (CFA). Mitchell has previously been affiliated with several other firms including J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, BARCLAYS CAPITAL INC., and CITIGROUP GLOBAL MARKETS INC. Mitchell provides financial planning, portfolio management, and other investment advisory services to a variety of clients.

Firm Information

Mitchell Weitz 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mitchell Weitz’s Registration & Firm History

CA

04/19/2024 - Present

Citizens Securities, Inc. (SAN FRANCISCO CA)

CA

09/29/2023 - 05/07/2024

J.P. MORGAN SECURITIES LLC (San Francisco CA)

CA

08/02/2022 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)

NY

09/14/2010 - 02/03/2016

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

09/30/2008 - 08/09/2010

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Mitchell Weitz is right for you?

Licenses & Designations

BOTH

Issued 11/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Weitz.
Not sure if Mitchell Weitz is right for you?