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Aized Gill

Citizens Securities, INC.
13 Years of Experience
Philadelphia, PA
Broker
View SEC Summary
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Aized Gill is a registered investment advisor at Citizens Securities, INC., based in Philadelphia, PA, with 13 years of industry experience. Aized 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.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
785 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9042 Roosevelt Boulevard, Ms: 19B-0248, Philadelphia, PA, 19115

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aized is a board member for Friends of PEB, where he discusses allocating funds to non-profit projects overseas.

Employment History
Current Registrations
Citizens Securities, INC.
May 2014 - Present · 12 yrs 5 mos
Citizens Securities, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLCBroker
November 2012 - August 2013 · 9 mos
State Registrations7 states
CADEFLKYNCNJPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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