Brian BostancicCRD Number: 5973562
Current Firm: Citizens Securities, Inc.
Brian Bostancic (CRD# 5973562) is an Investment Advisor Representative working at Citizens Securities, Inc. in Philadelphia, PA and has over 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Cco Investment Services||Philadelphia, PA||Mar 2015 - Current||2|
|Bank Of America, N.a.||Philadelphia, PA||Mar 2013 - Mar 2015||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Philadelphia, PA||Sep 2012 - Mar 2015||2|
|Wells Fargo Bank, N.a.||Philadelphia, PA||Aug 2010 - Sep 2012||2|
|Wells Fargo Financial||Philadelphia, PA||Jul 2009 - Aug 2010||1|
|The Pennsylvania State University||University Park, PA||Aug 2008 - Jul 2009||< 1|
|Sherwin Williams Automotive||Huntindon Valley, PA||May 2008 - Aug 2008||< 1|
|The Pennsylvania State University||University Park, PA||Aug 2006 - May 2008||1|
|Ritas Water Ice||Dublin, PA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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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