Susan
Heinrich

Citizens Securities, Inc

CRD#4663764
Investment Advisor
in Woburn, MA

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About this Advisor

Susan Heinrich is a financial advisor operating out of Woburn, Massachusetts who has 9 years of industry experience. Heinrich works at Citizens Securities, Inc. During their career, Heinrich has held roles at Sovereign Bank, Santander Securities LLC and Citizens Securities, Inc. Heinrich maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in New Hampshire. Citizens Securities, Inc is a registered investment firm based in 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 firms in the country by assets under management. Citizens Securities, Inc has 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 advisory services largely are based on which services are offered. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

6 Russell Street Ms: Ma606
Woburn, MA 01801

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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

Susan Heinrich Work History

Susan has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Citizens Securities, Inc

2012 - 2014 (2 years)

Santander Securities LLC

2006 - 2014 (8 years)

Sovereign Bank

*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 Susan Heinrich 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

Justin Binion
Monroeville, PA
Timothy Gordon
Schenectady, NY
Edward Kamradt
Fort Washington, PA
Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Jimmy To
Philadelphia, PA
David Hudson
Westwood, MA
Andrew Booth
Fort Washington, PA

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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