Dennis Rosadio, financial advisor Fort Washington PA

Dennis Rosadio

CRD Number: 4193670
Current Firm: Citizens Securities, Inc.

Dennis Rosadio (CRD# 4193670) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Souderton, PA Jun 2021 - Current 2
Unemployed Kunkletown, PA Jun 2020 - Jun 2021 1
Commonwealth Financial Network Waltham, MA Oct 2019 - Jun 2020 < 1
Minnesota Life Insurance Company St. Paul, MN Jul 2018 - Sep 2019 1
Seurian Financial Services Inc. St. Paul, MN Jul 2018 - Sep 2019 1
Legacy Planning Partners, LLC Allentown, PA Jul 2018 - Sep 2019 1
Unemployed Kunkletown, PA Dec 2016 - Jun 2018 1
The Prudential Insurance Company Of America Scranton, PA Sep 2012 - Dec 2016 4
Pruco Securities LLC Scranton, PA Sep 2012 - Dec 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Sep 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis J. Rosadio
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • FL
  • MD
  • NJ
  • NY
  • OH
  • 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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