Roshanna Richardson
Roshanna Richardson is a registered investment advisor at Citizens Securities, INC., based in Conshohocken, PA, with 17 years of industry experience. Roshanna 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
300 Barr Harbor Drive, Suite 450, Mailstop: Pabh10, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2024Other Business Activities
Roshanna owns 2819 Eastshire LLC and ProMunn Holdings LLC. She dedicates a few hours per week to these activities.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 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.