Donald
Mack

Citizens Securities, Inc

CRD#7237154
Investment Advisor
in Medina, OH

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About this Advisor

Donald Mack is a financial advisor operating out of Medina, Ohio with 1 year of relevant experience. Mack is an employee of Citizens Securities, Inc. The advisor has gained experience at Citizens Bank, American Income Life Insurance, Coach, Citizens Securities Inc, Citizens Securities, Inc and Citizens Bank, N.A. Mack has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Citizens Securities, Inc is a company that has its headquarters in Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 financial advisors. It manages $7 billion in assets under management between its 47,802 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Citizens Securities, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely depend on the services provided. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

1065 North Court Street Suite A
Medina, OH 44256

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

OH Average: 18
Total Number of Accounts

47,802

OH Average: 609
Average Account Size

$145,605

OH Average: $4,619,448

Investment Advisory Services

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

Donald Mack Work History

Donald has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citizens Securities, Inc

2022 - Present (2 years)

Citizens Bank, N.A

2021 - 2022 (1 year)

Citizens Bank

2020 - 2020 (< 1 year)

Citizens Securities Inc

2019 - 2021 (2 years)

Citizens Bank

2018 - 2019 (1 year)

American Income Life Insurance

2015 - 2018 (3 years)

Coach

2010 - 2015 (5 years)

Coach

*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 Donald Mack 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
Matthew Steiner
Medford, NJ
Justin Binion
Monroeville, PA
Keith Burden
Westerly, RI
David Mello
Johnston, RI
Mark Dextradeur
Johnston, RI
David Hudson
Westwood, MA
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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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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