Morgan Stanley
46yrs
Top advisor by experience in Monroeville
29yrs
Eric John Docherty
Financial advisor at Citizens Securities
Based in Monroeville, Pennsylvania, Eric John Docherty is a fiduciary financial advisor with 29 years of industry experience. Eric has been with Citizens Securities since 2009; before that, Eric spent three years at PNC Wealth Management. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 111 advisors with offices in Monroeville, and one of 99 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 10% by experience at Citizens Securities
Office4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowCitizens Securities, Inc.Current firm
- 2006 – 2009PNC Wealth Management LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Citizens Securities at 1-800-942-8300 and ask for Eric John Docherty. Eric works from the Monroeville, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 29 years. Top 10% by experience at Citizens Securities.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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