Scott Pollack, financial advisor Fort Washington PA

Scott Pollack

CRD Number: 6297217
Current Firm: Citizens Securities, Inc.

Scott Pollack (CRD# 6297217) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Bronx, NY Mar 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Yonkers, NY Nov 2018 - Mar 2023 4
Bank Of America, N.a. Yonkers, NY Nov 2018 - Mar 2023 4
Axa Advisors, LLC New York, NY Jun 2014 - Oct 2018 4
Unemployed Bronx, NY Sep 2012 - Jun 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Scott Pollack
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • NJ
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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