Matthew
White
Citizens Securities, Inc
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About this Advisor
Matthew White is a financial advisor based in Stoughton, Massachusetts, working with Citizens Securities, Inc. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, and Citizens Securities, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida and Rhode Island. Currently, Matthew is part of Citizens Securities, Inc, which operates out of Stoughton, Massachusetts. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew White Work History
Citizens Securities, Inc
None
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Disclosures
Please visit the SEC profile of Matthew White 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
Johnston, RI
Fremont, CA
Fort Washington, PA
Cranston, RI
Syracuse, NY
West Palm Beach, FL
Monroeville, PA
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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