Michael Morisseau, financial advisor Philadelphia PA
93 score

Michael Morisseau

CRD Number: 5526796
Current Firm: Citizens Securities, Inc.

Michael Morisseau (CRD# 5526796) is an Investment Advisor Representative working at Citizens Securities, Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Phildelphia, PA Nov 2017 - Current < 1
Wells Fargo Clearing Services, LLC Philadelphia, PA Nov 2016 - Nov 2017 1
Wells Fargo Advisors, LLC Philadelphia, PA Feb 2014 - Nov 2016 2
Wells Fargo Bank, Na Philadelphia, PA Nov 2013 - Apr 2016 2
Out Of Work Philadelphia, PA Nov 2012 - Nov 2013 1
Bank Of America, N.a. Pennington, NJ Aug 2011 - Nov 2012 1
Bank Of America, Na Jacksonville, FL Mar 2010 - Nov 2012 2
Merrill Lynch Jackskonville, FL Apr 2008 - Oct 2012 4
Out Of Work Philadelphia, PA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Michael S. Morisseau
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • PA
  • NJ
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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

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