Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
4yrs
Based in Conshohocken, Pennsylvania, Stephen Koons is a fiduciary financial advisor with 4 years of industry experience. Stephen has been with Citizens Securities since 2026; before that, Stephen spent two years at Equitable Advisors and less than a year at Ameriprise Financial Services. 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.
At a glance
Experience4 years (since 2022)
How that compares ?4 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 ?2 states
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
- Aug 2026 – nowCitizens Securities, Inc.Current firm
- Oct 2024 – Aug 2026Equitable Advisors, LLCPreviously
- Feb 2024 – Aug 2024Ameriprise Financial Services, LLCPreviously
Contact Stephen
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Stephen. 300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10Conshohocken, PA 19428Office · Get directions Facebook pageCitizens Securities
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Questions to ask Stephen
Tailored to Stephen’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Citizens Securities at (800) 942-8300 and ask for Stephen Koons. Stephen works from the Conshohocken, PA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Stephen 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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