Darwin
Smith

Citizens Securities, Inc

CRD#6333250
Investment Advisor
in Fort Washington, PA

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About this Advisor

Darwin Smith is a certified financial planner and chartered financial consultant operating out of Fort Washington, Pennsylvania with 3 years of relevant experience. Smith is on the advisory team at Citizens Securities, Inc. Over the course of their career, Smith has held roles at Northwestern Mutual, Giant Eagle Inc, Gap Inc, Edward Jones, Nyc Public Schools and Citizens Securities, Inc. Smith holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Alabama, Delaware, Hawaii, New Jersey, New York, North Carolina, Pennsylvania and Virginia. Citizens Securities, Inc is a business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 financial advisors. It oversees $7 billion in assets under management among its 47,802 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on the services provided. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 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

602 Office Center Drive, Ste. #100 Pfw080
Fort Washington, PA 19034

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

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

Darwin Smith Work History

Darwin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Citizens Securities, Inc

2015 - 2015 (< 1 year)

Gap Inc

2015 - 2020 (5 years)

Edward Jones

2014 - 2015 (1 year)

Northwestern Mutual

2014 - 2015 (1 year)

Giant Eagle Inc

1998 - 2015 (17 years)

Nyc Public Schools

*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 Darwin Smith 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

Roberto Rizza
Utica, MI
Kevin Jones
Bethesda, MD
Justin Binion
Monroeville, PA
Eliza Siradze
Johnston, RI
Matthew Steiner
Medford, NJ
Eliud Parada
Newton Highlands, MA
David Hudson
Westwood, MA
Edward Kamradt
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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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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