Tom Burchell, financial advisor Westwood MA

Tom Burchell

CRD Number: 5457606
Current Firm: Citizens Securities, Inc.

Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry. Tom Burchell 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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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Citizens Securities, Inc. Avon, OH Nov 2021 - Current 2
Citizens Securities, Inc. North Ridgeville, OH Mar 2020 - Nov 2021 1
Unemployed Avon, OH Oct 2019 - Mar 2020 < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Sep 2019 1
Fidelity Brokerage Services LLC Cleveland, OH Nov 2007 - Sep 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Tom W. Burchell
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • DE
  • FL
  • MI
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • VT
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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