Adit Sem, financial advisor West Chester PA
81 score

Adit Sem

CRD Number: 5494717
Current Firm: Citizens Securities, Inc.

Adit Sem (CRD# 5494717) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Chester, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp King Of Prussia, PA Jul 2011 - Current 5
Reliance 1st Capital Blue Bell, PA Jul 2010 - Jun 2011 < 1
Unemployed King Of Prussia, PA Mar 2010 - Jul 2010 < 1
Wachovia Securities, LLC Jenkintown, PA Mar 2008 - Mar 2010 2
Wachovia Bank, N.a. Jenkintown, PA Mar 2008 - Mar 2010 2
Cssb Funding/guaranteed Home Mortgage/icg Mortgage Cherry Hill, NJ Sep 2006 - Feb 2008 1
Unemployed King Of Prussia, PA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Mar 2014
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Adit Sem
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
81

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