Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Lewes, DE 19958
Citizens Securities, Inc.
Enterprise
Gyamfi Kwarteng is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, Edward Jones, and HSBC Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
Lewes, DE
34161 Citizen Drive, Mailstop: 01 B 6318
Lewes DE 19958
Advisors at this office
1
Delaware
6 years of industry experience
Citizens Securities, Inc.
2026 - Present • 1 year
Lewes, DE
Wells Fargo Clearing
2024 - 2026 • 2 years
Hockessin, DE
Wells Fargo Bank, nA
2024 - 2026 • 2 years
Hockessin, DE
Bank of America, N.A.
2023 - 2024 • 1 year
Wilmington, DE
Merrill
2023 - 2024 • 1 year
Wilmington, DE
Wells Fargo Bank, nA
2020 - 2023 • 3 years
Dover, DE
Wells Fargo Clearing
2020 - 2023 • 3 years
Dover, DE
UnEMPLOYED
2019 - 2020 • 1 year
N/A, DE
Edward Jones
2018 - 2019 • 1 year
St Louis, MO
hsbc bank
2018 - 2018 • 1 year
Wilmington, DE
New York Life Insurance Agents
2017 - 2018 • 1 year
Mount Laurel, NJ
M&T bank
2016 - 2017 • 1 year
Laurel, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Rehoboth Beach, DE
Four Seasons Investment Management LLC
Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.
Series 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
CFP®
Rehoboth Beach, DE
O'H Capital LLC
Kevin Ohara is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at O’H Capital LLC, which he joined in 2023 following a 16-year tenure at Truist Financial and a brief retirement. O’H Capital LLC provides discretionary asset management and investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm creates personalized investment strategies based on client goals, time horizons, and risk tolerance, utilizing both fundamental and technical analysis.
PFS™, Series 63, Series 65
Lewes, DE
Great Ocean Road Financial
Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.
Series 63, Series 65
Millsboro, DE
Harding's Wealth Managers, Inc.
Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.
Series 63, Series 65
Lewes, DE
ARTAIS Capital Management, LLC
John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.
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