Citigroup Global Markets
38yrs
Top advisor by experience in Bronx
12yrs
Scott Pollack
Financial advisor at Citizens Securities
Scott Pollack is a fiduciary financial advisor in Bronx, New York, with 12 years in the industry. After four years at Merrill and four years at Equitable Advisors, Scott joined Citizens Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 79 advisors with offices in Bronx, and one of 74 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 51% of advisors at Citizens Securities
Office569 West 235th Street Ms: Ny350, Bronx, NY 10463
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCitizens Securities, Inc.Current firm
- 2018 – 2023MerrillPreviously
- 2015 – 2018Equitable Advisors, LLCPreviously
Contact Scott
569 West 235th Street Ms: Ny350Bronx, NY 10463Office · Get directions Firm main line(800) 942-8300Headquarters: Citizens Securities · Johnston, RI Facebook pageCitizens Securities
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Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call Citizens Securities at (800) 942-8300 and ask for Scott Pollack. Scott works from the Bronx, NY office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2014, about 12 years. More experience than 51% of advisors at Citizens Securities.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Scott 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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