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Brian Fee

Citizens Securities, Inc.

Newtown Sq, PA

Conshohocken, PA

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-08
FL RA APPROVED 2022-08-12
DE RA APPROVED 2022-02-11
PA RA APPROVED 2021-09-10
  • NJ RA
    APPROVED
    Since 2024-05-08
  • FL RA
    APPROVED
    Since 2022-08-12
  • DE RA
    APPROVED
    Since 2022-02-11
  • PA RA
    APPROVED
    Since 2021-09-10

Branch Locations

3514 West Chester Pike, Newtown Sq, PA 19073 • 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
Trumark Financial Credit Union Springfield PA 05/2015 02/2017
Cuso Financial Services, Lp San Diego CA 05/2015 11/2016
Lpl Financial, Llc Springfield PA 11/2016 02/2017
Scottrade, Inc. Newark DE 02/2017 02/2018
Td Ameritrade, Inc. Newark DE 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 07/2021
Citizens Securities, Inc. Newtown Square PA 09/2021 Present
  • 05/2015 → 02/2017
    Trumark Financial Credit Union
    Springfield, PA
  • 05/2015 → 11/2016
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2016 → 02/2017
    Lpl Financial, Llc
    Springfield, PA
  • 02/2017 → 02/2018
    Scottrade, Inc.
    Newark, DE
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Newark, DE
  • 02/2018 → 07/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 09/2021 → Present
    Citizens Securities, Inc.
    Newtown Square, PA
Previous Registrations
  • 2018-02-27 → 2021-01-20
    Td Ameritrade, Inc.
    Wilmington, DE
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-03-21 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2016-11-30 → 2017-03-02
    Lpl Financial Llc
    Springfield, PA
    Philadelphia, PA
    Downingtown, PA
    Wayne, PA
    West Chester, PA
    Philadelphia, PA
    Upper Darby, PA
    Springfield, PA
    San Diego, CA
  • 2015-05-04 → 2016-11-30
    Cuso Financial Services, L.P.
    Philadelphia, PA
    Upper Darby, PA
    Philadelphia, PA
    Springfield, PA
    West Chester, PA
    Philadelphia, PA
    Downingtown, PA
    Wayne, PA
  • 2014-09-09 → 2015-05-04
    Pnc Wealth Management Llc
    Springfield, PA
    Swarthmore, PA
    Lansdowne, PA
  • 2012-09-19 → 2014-08-26
    Santander Securities Llc
    Wayne, PA
    Springfield, PA
    Devon, PA
    Villanova, PA
    Boston, MA
    Princeton, NJ
    Conshohocken, PA
    Wyndmoor, PA
    Bryn Mawr, PA
    Philadelphia, PA
    Devon, PA
    Blue Bell, PA
    Lafayette Hill, PA
    King Of Prussia, PA
  • 2011-09-07 → 2012-09-19
    Lpl Financial Llc
    Philadelphia, PA
    Fort Mill, SC
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Springfield, PA
    Devon, PA
    Wayne, PA
    Villanova, PA
  • 2006-05-12 → 2011-08-26
    Cuso Financial Services, L.P.
    Broomall, PA
    Broomall, PA
    West Chester, PA
    Media, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-24
S63 Uniform Securities Agent State Law Examination 1986-08-01
  • S65 Uniform Investment Adviser Law Examination
    2014-11-24
  • S63 Uniform Securities Agent State Law Examination
    1986-08-01
Other Names
  • Brian D Fee
  • Brian David Fee

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NEWTOWN SQUARE, PA
J.P. MORGAN SECURITIES LLC · Newtown Square, PA
BEAM WEALTH ADVISORS, INC. · NEWTOWN SQUARE, PA
MC2 FINANCIAL ADVISERS, INC. · NEWTOWN SQUARE, PA
LINCOLN INVESTMENT · NEWTOWN SQUARE, PA
INTEGRITY ALLIANCE, LLC. · Newtown Square, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NEWTOWN SQUARE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Newtown Square, PA

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