Christopher Scarlata, financial advisor Fort Washington PA

Christopher Scarlata

CRD Number: 2868108
Current Firm: Citizens Securities, Inc.

Christopher Scarlata (CRD# 2868108) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Westwood, MA Jan 2024 - Current < 1
The Vanguard Group, Inc. Malvern, PA Aug 2019 - Jan 2024 4
Unemployed West Chester, PA Mar 2019 - Aug 2019 < 1
Prudential Annuiites Distributors, Inc. Dresher, PA Aug 2018 - Feb 2019 < 1
Ast Investment Services, Inc. Dresher, PA Aug 2018 - Feb 2019 < 1
Prudential Insurance Company Of America Dresher, PA Dec 2017 - Feb 2019 1
Unemployed West Chester, PA Aug 2017 - Dec 2017 < 1
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Jul 2007 - Jul 2017 10
Tiaa Philadelphia, PA Jul 2007 - Jul 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Christopher R. Scarlata
Phone Number: 1-800-942-8300
Registered State(s):
  • 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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