Joseph Wrzosek, financial advisor Syracuse NY

Joseph Wrzosek

CRD Number: 2345707
Current Firm: Citizens Securities, Inc.

Joseph Wrzosek (CRD# 2345707) is an Investment Advisor Representative working at Citizens Securities, Inc. in Syracuse, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Williamsville, NY Jun 2021 - Current 2
Keybank Depew, NY Jul 2020 - Jun 2021 < 1
Key Investment Services Depew, NY Jul 2020 - Jun 2021 < 1
Key Investment Services Cheektowga, NY Aug 2019 - Jul 2020 < 1
Keybank Depew, NY Aug 2019 - Jul 2020 < 1
M&t Securities Inc.buffalo Buffalo, NY Jun 2010 - Jun 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Joseph A. Wrzosek
Phone Number: 1-800-942-8300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, WY

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