Best Investors Account Sign in

Nicholas Lawrence Campanale

Citizens Securities, Inc.

Chester Springs, PA

Westwood, MA

CRD 6570352

Claim This Profile
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:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-19
NJ RA APPROVED 2022-01-19
OH RA APPROVED 2022-01-19
CT RA APPROVED 2022-01-18
DE RA APPROVED 2022-01-18
MI RA APPROVED 2022-01-18
NH RA APPROVED 2022-01-18
NY RA APPROVED 2022-01-18
PA RA APPROVED 2022-01-18
RI RA APPROVED 2022-01-18
VT RA APPROVED 2022-01-18
  • FL RA
    APPROVED
    Since 2022-01-19
  • NJ RA
    APPROVED
    Since 2022-01-19
  • OH RA
    APPROVED
    Since 2022-01-19
  • CT RA
    APPROVED
    Since 2022-01-18
  • DE RA
    APPROVED
    Since 2022-01-18
  • MI RA
    APPROVED
    Since 2022-01-18
  • NH RA
    APPROVED
    Since 2022-01-18
  • NY RA
    APPROVED
    Since 2022-01-18
  • PA RA
    APPROVED
    Since 2022-01-18
  • RI RA
    APPROVED
    Since 2022-01-18
  • VT RA
    APPROVED
    Since 2022-01-18

Branch Locations

Chester Springs, PA • United States

200 Station Drive, Westwood, MA 02090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Malvern PA 10/2015 01/2022
Citizens Securities, Inc. Westwood MA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-18
  • S63 Uniform Securities Agent State Law Examination
    2015-11-18
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Nick Campanale
  • Nicholas Campanale

View on SEC IAPD

More in Chester Springs, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor