Phyllis Petrillo, financial advisor Milford PA
93 score

Phyllis Petrillo

CRD Number: 4441254
Current Firm: Citizens Securities, Inc.

Phyllis Petrillo (CRD# 4441254) is an Investment Advisor Representative working at Citizens Securities, Inc. in Milford, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Milford, PA Jun 2012 - Current 4
Cco Investment Services Corp Milford, PA Aug 2007 - Jun 2012 4
Citizens Bank Milford, PA Aug 1995 - Aug 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Phyllis M. Petrillo
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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