Michael
Michaelson
Citizens Securities, Inc
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About this Advisor
Michael Michaelson is a financial advisor based out of Winchester, Massachusetts, with a total of 8 years of relevant experience. Michaelson is currently employed by Citizens Securities, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A and Citizens Securities, Inc. Michaelson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California, Florida, Maine, New Hampshire, North Carolina, Texas, Utah and Washington. Citizens Securities, Inc is a company 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 under management across its 47,802 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely vary depending on which service is offered. However, fee types billed 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
Michael Michaelson Work History
Michael has been registered as a financial advisor for 8 years.*
Citizens Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
*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 Michael Michaelson 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
Westwood, MA
Bloomfield Hills, MI
Johnston, RI
Westerly, RI
Johnston, RI
Westwood, MA
Westwood, MA
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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