Monroeville, PA William Penn Highway Office

Team
Updated today

Client AUM

$12,566,102,485

Clients

60,162

Advisors

41

Of 707 advisors across 164 offices

Location

4210 William Penn Highway, Ms: Pmw846

Monroeville PA 15146

Advisors at this office

41

Advisors at this office

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Bradley D

Series 66

Monroeville, PA

Citizens securities, Inc.

Bradley Delozier is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency while being fully owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Lawrence H

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Lawrence Hagan Jr. is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years with PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating within the broader framework of its bank-owned broker-dealer and insurance operations.

Tax-loss harvesting Passive / index investing
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Eric B

Series 66

Monroeville, PA

Citizens securities, Inc.

Eric Brown is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with eight years of industry experience. Before joining Citizens Securities in 2025, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He also serves as a notary. 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 services include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Tax-loss harvesting Passive / index investing
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Brandon F

Series 66

Monroeville, PA

Citizens securities, Inc.

Brandon Fasenmyer is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Citizens Securities and Citizens Bank since 2015. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Valentino H

Series 65, Series 63

Monroeville, PA

Citizens securities, Inc.

Valentino Hernandez is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities and Prudential Insurance Company of America in various capacities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves as a board member for a nonprofit hockey league. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing ETF-based portfolios and a Managed Account program, operating within a combined bank, broker-dealer, and advisory structure.

Tax-loss harvesting Passive / index investing
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David N

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as a fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Tax-loss harvesting Passive / index investing
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Joshua B

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities, Citizens Bank, and CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Kenneth J

Series 63, Series 65, Series 66

Monroeville, PA

Citizens securities, Inc.

Kenneth Jarvis is a financial advisor with Citizens Securities, Inc. in Wexford, PA, holding Series 63, 65, and 66 licenses and possessing 11 years of industry experience. His previous roles include positions at Raymond James Financial Services and PNC Bank, N.A. He is also the founder and owner of a small drop shipping company, Cards Collectibles and Gadgets CCG LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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John N

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

John Nehrig is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citizens Securities since 2020, following prior roles at Key Investment Services and KeyBank. 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, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Joshua C

Series 66

Monroeville, PA

Citizens securities, Inc.

Joshua Chiesa is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank as well as in customer service roles in the hospitality industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program that uses proprietary algorithms and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Nicholas M

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Nicholas Maue is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Brenda H

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. She serves as a board member of Downtown Kittanning Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Nicholas C

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Nicholas Cancilla is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Stephen O

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Stephen Och is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, 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 operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Eric D

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Eric Docherty is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he serves on the board of Westminster College Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
View complete list of advisors at this office
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