Adit Sem, financial advisor Marlton NJ
93 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 Marlton, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank West Chester, PA Dec 2017 - Current < 1
Citizens Securities Inc. West Chester, PA Dec 2017 - Current < 1
Cco Investment Services Corp King Of Prussia, PA Jul 2011 - Dec 2017 6
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Adit Sem
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • PA
  • NJ
  • FL
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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