Simon AmirCRD Number: 5503209
Current Firm: Citizens Securities, Inc.
Simon Amir (CRD# 5503209) is an Investment Advisor Representative working at Citizens Securities, Inc. in Jamaica Plain, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Cco Investment Services Corp||Boston, MA||Nov 2012 - Current||5|
|Merrill Lynch||Quincy, MA||Mar 2008 - Nov 2012||4|
|Amir Consultant||Brookline, MA||Apr 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV