Martin
Cunningham
Citizens Securities, Inc
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About this Advisor
Martin Cunningham is a financial advisor operating out of Boston, Massachusetts with 3 years of industry experience. Cunningham is an employee of Citizens Securities, Inc. Throughout their career, Cunningham has worked at Lincoln Investment, Capital Analysts, Citizens Securities, Inc, Citizens Securities Inc and Fidelity Brokerage Services, Inc. Cunningham holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington and Wisconsin. Citizens Securities, Inc is a registered investment company operating out of Hingham, RI. The company has offices in 1,059 locations and a total of 613 people on staff. It manages $7 billion in assets under management among its 47,802 customer accounts, making it one of the largest financial advisory firms in the country 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 fee schedules largely are based on which service is provided. Fees charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Martin Cunningham Work History
Martin has been registered as a financial advisor for 3 years.*
Citizens Securities Inc
Capital Analysts
Citizens Securities, Inc
Lincoln Investment
Fidelity Brokerage Services, 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 Martin Cunningham 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
Schenectady, NY
Hudson, NH
Westerly, RI
Philadelphia, PA
Utica, MI
Westerly, RI
Johnston, RI
Westwood, MA
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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