Brian Bostancic (CRD# 5973562) is an Investment Advisor Representative working at Citizens Securities, Inc. in Upper Darby, PA and has over 6 years of experience in the finance industry.
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
CRD# 5348132
Cypress Financial Planning
Score
105
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cco Investment Services | Philadelphia, PA | Mar 2015 - Current | 3 |
| Bank Of America, N.a. | Philadelphia, PA | Mar 2013 - Mar 2015 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Sep 2012 - Mar 2015 | 2 |
| Wells Fargo Bank, N.a. | Philadelphia, PA | Aug 2010 - Sep 2012 | 2 |
| Wells Fargo Financial | Philadelphia, PA | Jul 2009 - Aug 2010 | 1 |
| The Pennsylvania State University | University Park, PA | Aug 2008 - Jul 2009 | < 1 |
| Sherwin Williams Automotive | Huntindon Valley, PA | May 2008 - Aug 2008 | < 1 |
| The Pennsylvania State University | University Park, PA | Aug 2006 - May 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- DE
- PA
- VA
- FL
- IN
- NJ
- NC
- SC
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Total Assets Under Management3,586MILLIONS
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Total Number of Accounts26,251ACCOUNTS
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Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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