Justin M. Binion
Professional summary
Justin M Binion, who also goes by Justin Binion, Justin M Binion-thomas, Justin M Binionthomas, Justin Michael Binion, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Pittsburgh, Pennsylvania and CITIZENS PRIVATE WEALTH located in Pittsburgh, Pennsylvania.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Justin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin M Binion's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2022 - Present
CITIZENS SECURITIES, INC.
Office #1: 1680 Washington Road Suite J, Pittsburgh, PA 15241March 23, 2022 - Present
CITIZENS PRIVATE WEALTH
Office #1: 1680 Washington Road Suite J, Pittsburgh, PA 15241March 9, 2022 - Present
CITIZENS SECURITIES, INC.
Office #1: 1680 Washington Road Suite J, Pittsburgh, PA 15241May 8, 2020 - March 7, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 8, 2020 - March 7, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 5, 2016 - May 11, 2020
WELLS FARGO CLEARING SERVICES, LLC
October 5, 2016 - May 11, 2020
WELLS FARGO CLEARING SERVICES, LLC
September 21, 2016 - September 30, 2016
KEY INVESTMENT SERVICES LLC
September 21, 2016 - September 30, 2016
KEY INVESTMENT SERVICES LLC
August 23, 2016 - September 21, 2016
LPL FINANCIAL LLC
August 23, 2016 - September 21, 2016
LPL FINANCIAL LLC
August 22, 2013 - August 2, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 10, 2013 - August 2, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2022)
(8/19/2022)
(9/16/2022)
(9/19/2022)
(9/16/2022)
(9/19/2022)
(6/21/2023)
(6/26/2023)
(9/1/2022)
(9/2/2022)
(9/1/2022)
(9/1/2022)
(9/1/2022)
(9/6/2022)
(9/1/2022)
(9/1/2022)
(3/9/2022)
(3/9/2022)
(4/13/2023)
(4/28/2023)
(8/19/2022)
(8/19/2022)
(10/26/2022)
(10/26/2022)
Exams
FINRA
Current Firm
CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,846 |
| AUM (Assets Under Management) | $ 12,182,945,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
