Christopher
Smith
Citizens Securities, Inc
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About this Advisor
Christopher Smith is a financial advisor based in Watertown, Massachusetts, working with Citizens Securities, Inc. Christopher has previously held positions at Merrill Edge, Red Robin, Bay State Financial, Bryant University, Finivi Inc, Citizens Bank, Citizens Securities, Inc, Citizens Bank N.A, Fidelity Investments, and Citizens Securities Inc. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Christopher is part of Citizens Securities, Inc, which operates out of Watertown, Massachusetts. The firm has 1,022 offices and 418 employees. Citizens Securities, Inc manages assets totaling $9.2 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$9,188,004,183
418
53,044
$173,215
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Christopher Smith Work History
Fidelity Investments
Citizens Securities Inc
Fidelity Investments
Citizens Securities, Inc
Citizens Bank N.A
Citizens Securities, Inc
Finivi Inc
Citizens Bank
Citizens Securities, Inc
Merrill Edge
Bay State Financial
Bryant University
Red Robin
Disclosures
Please visit the SEC profile of Christopher Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Johnston, RI
Rocky River, OH
Naples, FL
The Villages, FL
Conshohocken, PA
Boston, MA
Strongsville, OH
Brooklyn, NY
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