Best Investors Account Sign in

Joseph Salehi

Citizens Securities, Inc.

Lake Ronkonkoma, NY

Commack, NY

Conshohocken, PA

CRD 5792921

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
PA RA APPROVED 2026-07-22
CT RA APPROVED 2026-07-21
TX RA APPROVED_RES 2026-04-22
CA RA APPROVED 2026-04-03
FL RA APPROVED 2025-05-16
NJ RA APPROVED 2024-12-11
NY RA APPROVED 2022-12-16
  • PA RA
    APPROVED
    Since 2026-07-22
  • CT RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-03
  • FL RA
    APPROVED
    Since 2025-05-16
  • NJ RA
    APPROVED
    Since 2024-12-11
  • NY RA
    APPROVED
    Since 2022-12-16

Branch Locations

395 Portion Road Ms: Ny318, Lake Ronkonkoma, NY 11779 • United States

5880 Jericho Turnpike Ms: Ny347, Commack, NY 11725 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
Santander Bank Na Bayside NY 04/2015 05/2017
Santander Securities Llc Bayside NY 04/2015 05/2017
Citigroup Rockville Centre NY 05/2017 05/2018
Jp Morgan Securities, Llc Copiague NY 05/2018 12/2022
Jp Morgan Chase Bank, N.A. Copiague NY 05/2018 12/2022
Citizens Securities, Inc. Commack NY 12/2022 Present
Previous Registrations
  • 2018-06-06 → 2022-12-07
    J.P. Morgan Securities Llc
    Copiague, NY
    Lindenhurst, NY
    North Babylon, NY
  • 2017-05-18 → 2018-07-06
    Citigroup Global Markets Inc.
    Rockville Centre, NY
    Uniondale, NY
    Hewlett, NY
    Smithtown, NY
    Uniondale, NY
  • 2016-07-01 → 2017-05-03
    Santander Securities Llc
    Bayside, NY
    Brooklyn, NY
    Scotch Plains, NJ
    Garden City, NY
    Somerville, NJ
    Great Neck, NY
    Whitestone, NY
    Short Hills, NJ
    Melville, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2010-07-02
  • S66 Uniform Combined State Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2010-07-02
Other Names
  • Joseph M Salehi
  • Joseph Mortaza Salehi

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

NICHOLAS A VAFEAS
ILENE EPSTEIN
JOHN ROBERT FABRIS

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · GARDEN CITY, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Garden City, NY
JANNEY MONTGOMERY SCOTT LLC · GARDEN CITY, NY

More in Lake Ronkonkoma, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor