Citizens Securities, Inc.

Citizens Securities, Inc. (CRD# 39550) is a financial advisory firm headquartered in Dedham, MA. They manage $3,586,011,622 in 26,251 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,586
    MILLION
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Citizens Securities, Inc.
Showing 1 - 10 of 794 top financial advisors.
1
Edward Quirk
CRD#: 2563138
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
98
Wealthminder
score

Edward Quirk, CRC (CRD# 2563138) joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Ed customizes and tailors specific wealth management strategies with the goal to preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Ed provides his clients with access to specialized experts across the spectrum of wealth management; surrounding his clients with the right people, with the right skill sets, at the right time to make sound financial decisions.

Education/Registration

  • Bachelor of Arts, Clark University
  • Series 6, 7, and 63 held with LPL Financial. Series 65 held with U.S. Financial Advisors.
2
William E. Baker
CRD#: 3002235
525 William Penn Place, Ms: Pw-2250, Pittsburgh, PA 15219
96
Wealthminder
score

William Baker (CRD# 3002235) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry.

3
Reid I. Chizik
CRD#: 4654732
2395 York Road, Mailstop: 19b-6737, Jamison, PA 18929
96
Wealthminder
score

Reid Chizik (CRD# 4654732) is an Investment Advisor Representative working at Citizens Securities, Inc. in Jamison, PA and has over 14 years of experience in the finance industry.

4
Michael P. Connaughton
CRD#: 5294251
40 Mall Road, Ms: Ma-740, Burlington, MA 01803
96
Wealthminder
score

Michael Connaughton (CRD# 5294251) is an Investment Advisor Representative working at Citizens Securities, Inc. in Burlington, MA and has over 10 years of experience in the finance industry. Michael Connaughton 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.

5
Paul J. Contos
CRD#: 3175360
50 Old Clairton Rd, Ms: 15b-0034, Pleasant Hills, PA 15236
96
Wealthminder
score

Paul Contos (CRD# 3175360) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pleasant Hills, PA and has over 19 years of experience in the finance industry. Paul Contos 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.

6
Sarah A. Currier-Barrella
CRD#: 2921135
45 Dan Road, Mcd340, Canton, MA 02021
96
Wealthminder
score

Sarah Currier-Barrella (CRD# 2921135) is an Investment Advisor Representative working at Citizens Securities, Inc. in Canton, MA and has over 20 years of experience in the finance industry. Sarah Currier-Barrella 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.

7
Darlene S. Dickson
CRD#: 3052683
71 Lowell Road, Ms: Nh475, Hudson, NH 03051
96
Wealthminder
score

Darlene Dickson (CRD# 3052683) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hudson, NH and has over 19 years of experience in the finance industry. Darlene Dickson 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.

8
Richard J. Erickson
CRD#: 2791665
One Financial Center, Boston, MA 02111
96
Wealthminder
score

Richard Erickson (CRD# 2791665) is an Investment Advisor Representative working at Citizens Securities, Inc. in Boston, MA and has over 12 years of experience in the finance industry. Richard Erickson 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.

9
Christopher W. Ethier
CRD#: 5990043
40 Mall Road, Ms: Ma-740, Burlington, MA 01803
96
Wealthminder
score

Christopher Ethier (CRD# 5990043) is an Investment Advisor Representative working at Citizens Securities, Inc. in Burlington, MA and has over 6 years of experience in the finance industry. Christopher Ethier 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.

10
Jason R. Friday
CRD#: 2436859
20 Cabot Road, Medford, MA 02155
96
Wealthminder
score

Jason Friday (CRD# 2436859) is an Investment Advisor Representative working at Citizens Securities, Inc. in Medford, MA and has over 24 years of experience in the finance industry. Jason Friday 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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