Darwin Smith, financial advisor Fort Washington PA

Darwin Smith

CRD Number: 6333250
Current Firm: Citizens Securities, Inc.

Darwin Smith (CRD# 6333250) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 8 years of experience in the finance industry. Darwin Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Citizens Securities, Inc. Wynnewood, PA Jan 2020 - Current 4
Edward Jones St. Louis, MO Dec 2015 - Jan 2020 4
Gap Inc. New York, NY Sep 2015 - Dec 2015 < 1
Northwestern Mutual Canton, OH May 2014 - Aug 2015 1
Nyc Public Schools Cambria Heights, NY Sep 1998 - Aug 2015 16
Giant Eagle Inc. Cuyahoga Falls, OH Nov 2014 - Jul 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Darwin Smith
Phone Number: 1-800-942-8300
Registered State(s):
  • AL
  • DE
  • HI
  • NJ
  • NY
  • NC
  • PA
  • VA
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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