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Stephen Andrew Delgado

Citizens Securities, Inc.

Westwood, MA

Tarrytown, NY

Citizens Private Wealth

Tarrytown, NY

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-11
  • NY RA
    APPROVED
    Since 2025-08-11

Branch Locations

200 Station Drive, Westwood, MA 02090 • United States

520 White Plains Rd 3Rd Floor, Tarrytown, NY 10591 • United States

Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-29
  • NY RA
    APPROVED
    Since 2024-01-29

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • 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
First Republic Securities Company, Llc New York NY 10/2012 10/2023
J.P. Morgan Securities Llc New York NY 09/2023 10/2023
Citizens Private Wealth Tarrytown NY 10/2023 Present
Citizens Bank, N.A. Tarrytown NY 10/2023 Present
Citizens Securities, Inc. Tarrytown NY 08/2025 Present
  • 10/2012 → 10/2023
    First Republic Securities Company, Llc
    New York, NY
  • 09/2023 → 10/2023
    J.P. Morgan Securities Llc
    New York, NY
  • 10/2023 → Present
    Citizens Private Wealth
    Tarrytown, NY
  • 10/2023 → Present
    Citizens Bank, N.A.
    Tarrytown, NY
  • 08/2025 → Present
    Citizens Securities, Inc.
    Tarrytown, NY
Previous Registrations
  • 2012-11-16 → 2023-10-16
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-01
  • S66 Uniform Combined State Law Examination
    2011-02-01
Designations
Other Names
  • Stephen Delgado
  • Stephen A Delgado

View on SEC IAPD

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