Citizens Securities, Inc.

Citizens Securities, Inc. (CRD# 39550) is a financial advisory firm headquartered in Dedham, MA. They manage $27,379,067,982 in 19,253 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,379
    MILLION
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

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

Financial Advisors at Citizens Securities, Inc.
Showing 1 - 10 of 562 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
3025 Chemical Road, Mailstop: Ppm270, Plymouth Meeting, PA 19462
96
Wealthminder
score

William Baker (CRD# 3002235) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth Meeting, PA and has over 18 years of experience in the finance industry.

3
Paul J. Contos
CRD#: 3175360
9901 Mountainview Dr, Mailstop: 15b-0893, West Mifflin, PA 15122
96
Wealthminder
score

Paul Contos (CRD# 3175360) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Mifflin, PA and has over 17 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.

4
Darlene S. Dickson
CRD#: 3052683
1550 North Elm Street, Ms: Nh465, Manchester, NH 03104
96
Wealthminder
score

Darlene Dickson (CRD# 3052683) is an Investment Advisor Representative working at Citizens Securities, Inc. in Manchester, NH and has over 18 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.

5
Peter V. Donohoe
CRD#: 2627978
426 Boylston Street, Boston, MA 02116
96
Wealthminder
score

Peter Donohoe (CRD# 2627978) is an Investment Advisor Representative working at Citizens Securities, Inc. in Boston, MA and has over 21 years of experience in the finance industry. Peter Donohoe 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
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 11 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.

7
Joan M. Fisler
CRD#: 4471581
141 Main St, Cdr 100, Deep River, CT 06417
96
Wealthminder
score

Joan Fisler (CRD# 4471581) is an Investment Advisor Representative working at Citizens Securities, Inc. in Deep River, CT and has over 14 years of experience in the finance industry. Joan Fisler 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
William R. Fry
CRD#: 1964403
6 Russell Street, Ms: Ma-606, Woburn, MA 01801
96
Wealthminder
score

William Fry (CRD# 1964403) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 25 years of experience in the finance industry. William Fry 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
Joshua D. Giuliano
CRD#: 4856715
5 Garden City Drive, Cranston, RI 02920
96
Wealthminder
score

Joshua Giuliano (CRD# 4856715) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cranston, RI and has over 11 years of experience in the finance industry. Joshua Giuliano 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
Ralph J. Huff
CRD#: 2467420
2005 Route. 286, Mail Stop: 15b-e096, Pittsburgh, PA 15239
96
Wealthminder
score

Ralph Huff (CRD# 2467420) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 22 years of experience in the finance industry. Ralph Huff 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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