Terrence
Mcmanus

Citizens Securities, Inc

CRD#7032616
Investment Advisor
in Stoneham, MA

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About this Advisor

Terrence Mcmanus is a financial advisor based in Stoneham, Massachusetts, working with Citizens Securities, Inc. Terrence has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Advanced Restoration Scholarships, Boston University, Bank Of America, N.A, and Citizens Securities, Inc. Terrence has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, New Hampshire, and Pennsylvania. Currently, Terrence is part of Citizens Securities, Inc, which operates out of Stoneham, Massachusetts. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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

Series 66

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

259 Main Street Ms: Ma-145
Stoneham, MA 02180

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

MA Average: $2,813,243,532
Total Number of Employees

613

MA Average: 18
Total Number of Accounts

47,222

MA Average: 609
Average Account Size

$154,888

MA Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Terrence Mcmanus Work History

2022 - Present (2 years)

Citizens Securities, Inc

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Advanced Restoration Scholarships

2014 - 2017 (3 years)

Boston University

Disclosures

Please visit the SEC profile of Terrence Mcmanus 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

Thomas Metzger
Granite Bay, CA
Ricardo Reyes
Jackson, NJ
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Ping Lin
Syracuse, NY
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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