William
Fry

Citizens Securities, Inc

CRD#1964403
Investment Advisor
in Woburn, MA

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About this Advisor

William Fry is a certified financial planner working out of Woburn, Massachusetts with a total of 14 years of relevant experience. Fry is an employee of Citizens Securities, Inc. They have spent the entirety of their time as a financial advisor at Citizens Securities, Inc. Fry maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in California, Florida, Maine, New Hampshire, North Carolina, Texas, Utah and Washington. Citizens Securities, Inc is a financial advisory company headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 employees. It manages $7 billion in total assets across its 47,802 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Citizens Securities, Inc performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of services. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 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: Ma-606
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

William Fry Work History

William has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 William Fry 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

Jimmy To
Philadelphia, PA
Keith Burden
Westerly, RI
Donna Failla
Hudson, NH
Stephen Wilson
Westerly, RI
Timothy Gordon
Schenectady, NY
Roberto Rizza
Utica, MI
David Hudson
Westwood, MA
Joshua Bell
Monroeville, 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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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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