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AC
AC

Abigail Renee Cleis

Citizens Securities, INC.
1 Year of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citizens Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only

Location

4015 Erie Street, Ms: Ohb568, Willoughby, OH, 44094

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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

Abigail is a notary public, dedicating minimal time to this activity.

Employment History
Current Registrations
Citizens Securities, INC.
October 2024 - Present · 1 yr 4 mos
Citizens Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
State Registrations3 states
FLOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.