Brian Clark Wilber

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

• 07/2013 → 06/2019
  Gfi Securities Llc
  New York, NY
• 06/2019 → 09/2021
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 06/2019 → 09/2021
  Columbia Management Investment Advisers, Llc.
  Boston, MA
• 02/2023 → 12/2023
  Raymond James Financial Services, Inc.
  Whitefish, MT
• 02/2023 → 12/2023
  Raymond James Financial Advisors, Inc.
  Whitefish, MT
• 09/2021 → 02/2023
  Unemployed
  Whitefish, MT
• 12/2023 → Present
  Citizens Securities, Inc.
  Johnston, RI

Previous Registrations

• 2023-02-24 → 2023-11-29
  Raymond James Financial Services Advisors, Inc
  Whitefish, MT
• 2019-11-13 → 2021-09-10
  Columbia Management Investment Advisers, Llc
  Boston, MA

Other Businesses

Portsmouth High School- Varsity Lacrosse Coach Non-profit Responsibilities: Coaching and mentoring student athletes Monthly Compensation: $2,000 Date of Initial Involvement: 03/17/2025 Approx amount of time/month: 50 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-04
• S63 Uniform Securities Agent State Law Examination
  2013-11-18

Other Names

• Brian Wilber