Mohammed Zubairu
Mohammed Zubairu is a registered investment advisor at Citizens Securities, INC., based in Southampton, PA, with 24 years of industry experience. Mohammed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
464 Second Street Pike, Mailstop: 19B-0251, Southampton, PA, 18966
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mohammed is the Board President at CAIR Philadelphia and a service member in the US Navy Reserve since 2014, focusing on aircraft maintenance. His Navy Reserve duties require about 10% of his time outside of trading hours.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Hoopoe Capital Markets, LLCBroker
Hoopoe Advisors
Santander Securities LLCBroker
Santander Securities
Navy Federal Brokerage Services LLC
Navy Federal Brokerage Services, LLCBroker
Navy Federal Asset Management, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Citizens Investment Services CORP.Broker
Dreyfus Investment Services Company, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.