JB
CFP
JB
CFP

Justin Brahim

8 Years of Experience
Pittsburgh, PA
Broker

Justin Brahim is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Pittsburgh, PA, with 8 years of industry experience. Justin 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
Fee-Only (% of Portfolio)
Firm Size
787 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
—
Loading...

Location

444 Liberty Avenue, 19th Floor, Pittsburgh, PA, 15222

Get directions

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.

Learn about disclosures →
Other Business Activities

Justin is a notary public. This activity is not investment-related and likely takes minimal time.

Employment History
Current Registrations
Citizens Securities, INC.Broker
November 2021 - Present · 4 yrs 11 mos
Citizens Securities, INC.
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
May 2020 - November 2021 · 1 yr 6 mos
LPL Financial LLCBroker
March 2020 - December 2021 · 1 yr 9 mos
Wealth Enhancement Advisory Services, LLC
March 2020 - November 2021 · 1 yr 8 mos
Bpu Investment Management, INC.
September 2019 - March 2020 · 6 mos
Bpu Investment Management INC.Broker
November 2017 - March 2020 · 2 yrs 4 mos
State Registrations12 states
CTDEFLMAMINHNJNYOHPARIVT
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.
More Advisors