Christopher Anthony Pellegrino

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 09/2022
  Cco Investment Services
  Newtown Square, PA
• 03/2014 → 12/2020
  Citizens Bank
  Newtown Square, PA
• 10/2022 → 01/2025
  Wells Fargo Clearing Services, Llc
  Haverford, PA
• 09/2022 → 01/2025
  Wells Fargo Bank, Na
  Haverford, PA
• 04/2026 → Present
  Citizens Securities, Inc.
  Wayne, PA
• 02/2025 → 03/2026
  Unemployed
  Newtown Square, PA

Previous Registrations

• 2022-10-19 → 2025-02-25
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Haverford, PA
• 2017-09-20 → 2020-12-31
  Citizens Securities, Inc.
  Newtown Sq, PA
  Plymouth Meeting, PA
  Conshohocken, PA

Other Businesses

Notary Public Date of Initial Involvement: 2024 POA for Mother Date of Initial Involvement: 2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-20
• S63 Uniform Securities Agent State Law Examination
  1999-10-14

Other Names

• Christopher A Pellegrino