Omar Ali Tanane

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

• 07/2026 → Present
  Citizens Securities, Inc.
  West Conshohocken , PA
• 02/2025 → 07/2026
  The Bank Of New York Mellon Corporation (Bny Wealth Solutions)
  Berwyn , PA
• 01/2023 → 02/2025
  County Savings Bank
  Essington , PA
• 11/2020 → 02/2023
  The Giant Company
  Springfield, PA
• 06/2020 → 08/2020
  Dollar Tree, Inc.
  Lansdowne , PA
• 03/2020 → 05/2020
  Collins Markets Llc (Shoprite)
  Glenolden , PA
• 08/2020 → 12/2022
  Delaware County Community College
  Media , PA
• 01/2023 → 12/2024
  West Chester University Of Pennsylvania
  West Chester, PA
• 07/2016 → 03/2020
  Full-Time High School Student
  Springfield, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-16
• S65 Uniform Investment Adviser Law Examination
  2026-05-02

Other Names

• Omar Tanane