Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
Jonathan Lucente
Full name on record: Jonathan Matthew Lucente
Financial advisor at Citizens Securities
Jonathan Lucente has worked in the financial industry for 9 years and is a fiduciary financial advisor based in New York, New York. Jonathan has been with Citizens Securities since 2025; before that, Jonathan spent a year at Flagstar Securities. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1301 Avenue Of The Americas, 2nd Floor, New York, NY 10019
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
- Jul 2025 – nowCitizens Private WealthCurrent
- Jun 2025 – nowCitizens Securities, Inc.Current firm
- Mar 2024 – Jun 2025Flagstar Securities, Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Citizens Securities at 1-800-942-8300 and ask for Jonathan Lucente. Jonathan works from the New York, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Jonathan 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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