Ruhan Inanoglu is a CFA, CFP-designated registered investment advisor at Citizens Securities, INC., based in Westwood, MA, with 12 years of industry experience. Ruhan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
200 Station Drive, Westwood, MA, 02090
Get directionsHistory
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
Ruhan co-owns two rental properties with her husband in Brighton and Boston, MA. A condo management company and realtor handles the properties.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Natixis Advisors, L.P.
Natixis Distribution, L.P.Broker
Ngam Distribution, L.P.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.
Exams
More Advisors
- Christopher Valley, CFACitizens Securities, INC.
- Carl OstergaardCitizens Securities, INC.
- Martha Lord, CFPCitizens Securities, INC.
- Jason Friday, CFPCitizens Securities, INC.
- John ValentineCitizens Securities, INC.
- Adam BoyceCitizens Securities, INC.