Brian Hoeckh, financial advisor Depew NY

Brian Hoeckh

CRD Number: 2833558
Current Firm: Citizens Securities, Inc.

Brian Hoeckh (CRD# 2833558) is an Investment Advisor Representative working at Citizens Securities, Inc. in Depew, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Depew, NY May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Brian J. Hoeckh
Phone Number: 1-800-942-8300
Registered State(s):
  • GA
  • KY
  • NY
  • OH
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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