Anthony
Ata

Citizens Securities, Inc

CRD#6623899
Investment Advisor
in North Reading, MA

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About this Advisor

Anthony Ata is a financial advisor based in North Reading, Massachusetts, working with Citizens Securities, Inc. Anthony has previously held positions at Citizens Bank, Rockingham Toyota, and Citizens Securities, Inc. Anthony has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Maine, and New Hampshire. Currently, Anthony is part of Citizens Securities, Inc, which operates out of North Reading, Massachusetts. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

80 Main Street, Ste. 3 Ms: Ma-084
North Reading, MA 01864

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

MA Average: 18
Total Number of Accounts

47,222

MA Average: 609
Average Account Size

$154,888

MA Average: $4,619,448

Investment Advisory Services

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

Anthony Ata Work History

2017 - Present (7 years)

Citizens Securities, Inc

2016 - 2017 (1 year)

Citizens Securities, Inc

2015 - 2017 (2 years)

Citizens Bank

2013 - 2015 (2 years)

Rockingham Toyota

Disclosures

Please visit the SEC profile of Anthony Ata 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

Keith Burden
Westerly, RI
Patrick Devlin
Downingtown, PA
Christopher Ethier
Wilmington, MA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Kevin Crook
Fort Washington, PA
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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