Adam Graydon Buckholz

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

• 03/2017 → 02/2020
  Huntington Bank
  Glassport, PA
• 04/2015 → 03/2017
  Mattress Firm
  Mt. Lebanon, PA
• 06/2018 → 07/2022
  The Huntington Investment Company
  Columbus, OH
• 02/2020 → 02/2021
  Huntington Bank
  Jefferson Hills, PA
• 02/2021 → 07/2022
  Huntington Bank
  Jefferson Hills, PA
• 08/2022 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Upper Saint Clair, PA
• 09/2022 → 03/2024
  Bank Of America, N.A.
  Upper Saint Clair, PA
• 03/2024 → Present
  Citizens Securities, Inc.
  North Huntingdon, PA

Previous Registrations

• 2022-09-14 → 2024-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Upper Saint Clair, PA
  Farmington Hills, MI
  Farmington Hills, MI
• 2021-07-26 → 2022-08-04
  The Huntington Investment Company
  Glassport, PA
  Mt. Lebanon, PA
  Jefferson Hills, PA

Other Businesses

Cover band drummer Less than $100 per gig or performance Estimated intial involvement: 02/2021 Estimated 0-10 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-23
• S63 Uniform Securities Agent State Law Examination
  2018-09-19