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Advisors / Pennsylvania / Conshohocken
5yrs

Devindra Narine

Financial advisor at Citizens Securities

Based in Conshohocken, Pennsylvania, Devindra Narine is a fiduciary financial advisor with 5 years of industry experience. Devindra joined Citizens Securities in 2026, after a year at TD Private Client Wealth. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.

Conshohocken, PA 19428Fiduciary advisor

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now
  2. Sep 2021 – Jul 2022

Questions to ask Devindra

Tailored to Devindra’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Devindra

How do I contact Devindra?

Call Citizens Securities at 1-800-942-8300 and ask for Devindra Narine. Devindra works from the Conshohocken, PA office.

How long has Devindra been a financial advisor?

Devindra has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Devindra hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Devindra a fiduciary?

Devindra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Devindra paid?

Citizens Securities reports being paid by a percentage of the assets they manage. Ask Devindra 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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