Robert Fisch, financial advisor Philadelphia PA
73 score

Robert Fisch

CRD Number: 1283804
Current Firm: Citizens Securities, Inc.

Robert Fisch (CRD# 1283804) is an Investment Advisor Representative working at Citizens Securities, Inc. in Philadelphia, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Philadelphia, PA Mar 2011 - Current 5
Valic Financial Advisors Malvern, PA Oct 2009 - Mar 2011 1
Lpl Financial Corporation Philadelphia, PA May 2008 - Oct 2009 1
Ifmg Securities, Inc. Philadelphia, PA Apr 2000 - May 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Sep 2010
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert N. Fisch
Phone Number: 1-800-942-8300
Registered State(s):
  • NJ
  • 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
73

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