Robert
Damon

Citizens Securities, Inc

CRD#1851073
Investment Advisor
in Hingham, MA

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About this Advisor

Robert Damon is a financial advisor who works out of Hingham, Massachusetts with 13 years of industry experience. Damon works at Citizens Securities, Inc. They have been employed by Citizens Securities, Inc for the entirety of their career. Damon maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Arizona, Florida, Illinois, Rhode Island and Vermont. Citizens Securities, Inc is a registered investment company headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It oversees $7 billion in assets between its 47,802 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Citizens Securities, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

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

11 Fearing Road Ms: Ma-626
Hingham, MA 02043

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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

Robert Damon Work History

Robert has been registered as a financial advisor for 13 years.*

2010 - Present (14 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 Robert Damon 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
Mark Jannott
Bloomfield Hills, MI
Timothy Gordon
Schenectady, NY
Roberto Rizza
Utica, MI
Mark Dextradeur
Johnston, RI
Kathryn Krause
Winchester, MA
Edward Kamradt
Fort Washington, PA
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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