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O emmanuel Adepoju-grace

Citizens Securities, Inc.

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About O emmanuel Adepoju-grace

O emmanuel Adepoju-grace is a registered representative with Citizens Securities, Inc. O emmanuel Adepoju-grace has been in the securities industry since August 2010. O emmanuel Adepoju-grace is currently registered in Delaware, Illinois, Maryland, New Jersey, and Pennsylvania. O emmanuel Adepoju-grace has worked at several firms in the past including Raymond James Financial Services, Inc., Santander Securities LLC, Morgan Stanley, LifeMark Securities Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. O emmanuel Adepoju-grace is also the author of "Roadmap of the Gospel of Jesus Christ." O emmanuel Adepoju-grace specializes in providing financial planning, portfolio management for individuals and participating in wrap fee programs.

Firm Information

O emmanuel Adepoju-grace 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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O emmanuel Adepoju-grace’s Registration & Firm History

DE

07/26/2016 - Present

Citizens Securities, Inc. (NEW CASTLE DE)

DE

11/01/2021 - 11/09/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (Newark DE)

PA

02/26/2015 - 08/01/2016

SANTANDER SECURITIES LLC (WYNDMOOR PA)

DE

02/13/2013 - 10/11/2013

MORGAN STANLEY (GREENVILLE DE)

NJ

05/04/2009 - 11/02/2009

LIFEMARK SECURITIES CORP. (CHERRY HILL NJ)

DE

10/05/2006 - 02/26/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)

DE

08/19/2004 - 08/03/2006

MORGAN STANLEY DW INC. (WILMINGTON DE)

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Licenses & Designations

BOTH

Issued 04/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 02/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for O emmanuel Adepoju-grace.
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