Cole Fuller, financial advisor Boston MA

Cole Fuller

CRD Number: 6959410
Current Firm: Citizens Securities, Inc.

Cole Fuller (CRD# 6959410) is an Investment Advisor Representative working at Citizens Securities, Inc. in Boston, MA and has over 4 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Citizens Securities, Inc. Boston, MA Jun 2022 - Current 2
Charles Schwab Bank Ssb Chestnut Hill, MA Nov 2020 - Jun 2022 1
Charles Schwab & Company, Inc. Chestnut Hill, MA Jun 2019 - Jun 2022 3
Dell/emc West Lafayette, IN Feb 2016 - Jun 2019 3
Student West Lafayette, IN Aug 2015 - Feb 2016 < 1
Rite Choice Food Nappanee, IN Sep 2014 - Jul 2015 < 1
Burger King Nappanee, IN Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Cole S. Fuller
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • NH
  • NY
  • RI
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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