Brian Fee

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

• 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

• 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