Adam Boyce (CRD# 6195379) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 10 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Sep 2021 - Current | 2 |
| Citizens Securities, Inc. | Kingston, PA | Aug 2018 - Sep 2021 | 3 |
| Pnc Investments | Pittsburgh, PA | Jan 2017 - Aug 2018 | 1 |
| Pnc Bank | Carlisle, NJ | Nov 2013 - Jan 2017 | 3 |
| Pnc Investments LLC | Pittsburgh, PA | Nov 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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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
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