Guido
Berardi

Citizens Securities, Inc

CRD#5122202
Investment Advisor
in Westwood, MA

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About this Advisor

Guido Berardi is a financial advisor based out of Westwood, Massachusetts. Berardi works at Citizens Securities, Inc. Berardi has gained experience at Citizens Securities, Inc and Fidelity Investments. Berardi maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Rhode Island. Citizens Securities, Inc is a business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 advisors. It oversees $7 billion in assets across its 47,802 client accounts, placing it among the biggest firms in the United States by assets under management. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually depend on which services are provided. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

200 Station Drive
Westwood, MA 02090

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

MA Average: 18
Total Number of Accounts

47,802

MA Average: 609
Average Account Size

$145,605

MA Average: $4,619,448

Investment Advisory Services

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

Guido Berardi Work History

Guido has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Citizens Securities, Inc

2022 - 2023 (1 year)

Fidelity Investments

2006 - 2022 (16 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 Guido Berardi 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

Frederick Hepfer
Albany, NY
Matthew Steiner
Medford, NJ
Justin Binion
Monroeville, PA
Keith Burden
Westerly, RI
David Mello
Johnston, RI
Mark Dextradeur
Johnston, RI
David Hudson
Westwood, MA
Donna Failla
Hudson, NH

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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