Charles
Kunzelman

Citizens Securities, Inc

CRD#3270367
Investment Advisor
in East Haven, CT

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About this Advisor

Charles Kunzelman is a financial advisor who works out of East Haven, Connecticut who has 22 years of relevant experience. Kunzelman is on the advisory team at Citizens Securities, Inc. They have been with Citizens Securities, Inc for their complete career. Kunzelman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Connecticut, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina and Virginia. Citizens Securities, Inc is an advisory firm operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It has $7 billion in assets under management across its 47,802 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Citizens Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

430 Foxon Road Mailstop: Ct278
East Haven, CT 06512

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

CT Average: $2,813,243,532
Total Number of Employees

613

CT Average: 18
Total Number of Accounts

47,802

CT Average: 609
Average Account Size

$145,605

CT Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Charles Kunzelman Work History

Charles has been registered as a financial advisor for 22 years.*

2000 - Present (24 years)

Citizens Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Kunzelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Stephen Wilson
Westerly, RI
Frederick Hepfer
Albany, NY
Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Jimmy To
Philadelphia, PA
Timothy Gordon
Schenectady, NY
David Hudson
Westwood, MA
Edward Kamradt
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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