Morgan Stanley
47yrs
Top advisor by experience in Syracuse
18yrs
Mitchell Weitz
Financial advisor at Citizens Securities
Mitchell Weitz has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Syracuse, New York. Mitchell has been with Citizens Securities since 2024; before that, Mitchell spent less than a year at J.P. Morgan Securities and two years at J.P. Morgan Private Wealth Advisors. Mitchell holds the CFA designation.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors at Citizens Securities
OfficeOne Lincoln Center 110 W Fayette St. Suite 1230, Ms: *Nys100, Syracuse, NY 13202
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCitizens Securities, Inc.Current firm
- 2024 – nowCitizens Private WealthCurrent
- Mar 2024 – May 2024J.P. Morgan Securities LLCPreviously
- 2022 – 2024J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Mitchell
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Mitchell. One Lincoln Center 110 W Fayette St. Suite 1230, Ms: *Nys100Syracuse, NY 13202Office · Get directions Facebook pageCitizens Securities
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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
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About Mitchell
How do I contact Mitchell?
Call Citizens Securities at (800) 942-8300 and ask for Mitchell Weitz. Mitchell works from the Syracuse, NY office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2008, about 18 years. More experience than 65% of advisors at Citizens Securities.
What licenses does Mitchell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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