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Kyle Maylish

Investment Adviser Representative at Citizens Securities, Inc.

Philadelphia, PACRD #7194090Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Maylish is an investment adviser representative with Citizens Securities, Inc. in Philadelphia, PA, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.

Office

2014 Cottman Ave, Ms: Pa571
Philadelphia, PA 19149

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
1 state or territory

Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/30/2020
Series 7
General Securities Representative Examination
Passed 2/6/2020
SIE
Securities Industry Essentials Examination
Passed 11/29/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Citizens Securities, Inc.Current
8/27/2025 – Philadelphia, PA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/19/2024 – 8/22/2025Rio Grande, NJ
Morgan Stanley
8/1/2022 – 9/20/2023Greenville, DE
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/2/2020 – 7/7/2022Philadelphia, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oct 2019 – Jul 2022Wayne, PA
  2. SEI Investments
    Jun 2017 – Jun 2019Oaks, PA
  3. Pennsylvania State University
    May 2012 – Aug 2017State College, PA
  4. Unemployed
    Jul 2019 – Oct 2019Philadelphia, PA
  5. BANK OF America, N.A.
    Oct 2019 – Jul 2022Wayne, PA
  6. Morgan Stanley
    Jul 2022 – Sep 2023Greenville, DE
  7. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2024 – Aug 2025Rio Grande, NJ
  8. Unemployed
    Sep 2023 – Aug 2024Media, PA
  9. Bank of America, N.A.
    Oct 2024 – Aug 2025Rio Grande, NJ
  10. Citizens securities Inc.
    Aug 2025 – no end date reportedPhiladelphia, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Citizens Securities, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$2,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
772
Offices listed on AdvisorFinder:
26
Main office:
Johnston, RI
SEC file number:
801-61902

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at Citizens Securities, Inc.

Showing 12 of 772 in the directory

View Citizens Securities, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Maylish has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kyle Maylish (Citizens Securities) - Fees & Credentials