Brian Bostancic, financial advisor Philadelphia PA
90 score

Brian Bostancic

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Philadelphia, PA Mar 2015 - Current 1
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
Contact Info for Brian J. Bostancic
Phone Number: 1-800-942-8300
Registered State(s):
  • NJ
  • PA
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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