Thiago Ribeiro (CRD# 7465186) is an Investment Advisor Representative working at Citizens Securities, Inc. in Somerville, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Keene, NH | Nov 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smithincorporated | Framingham, MA | Nov 2018 - Nov 2023 | 5 |
| Le Creuset | Somerville, MA | Mar 2018 - Aug 2018 | < 1 |
| Wayfair | Boston, MA | Jan 2018 - Aug 2018 | < 1 |
| Market Source | Everett, MA | Aug 2017 - Jan 2018 | < 1 |
| Le Creuset | Somerville, MA | Apr 2017 - Aug 2017 | < 1 |
| Medford High School | Medford, MA | Sep 2011 - May 2017 | 5 |
| Joe Pizza | Medford, MA | Feb 2017 - Apr 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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