Marina
Smalanskas

Citizens Securities, Inc

CRD#2620480
Investment Advisor
in Fort Washington, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marina Smalanskas is a financial advisor working in Fort Washington, Pennsylvania with a total of 3 years of relevant experience. Smalanskas is currently employed by Citizens Securities, Inc. Over the course of their career, they have held roles at Santander Securities LLC, Lpl Financial LLC, Citizens Investment Services, Invest Financial Corporation, Members 1St Federal Credit Union, First Citizens Community Bank and Lpl Finanical LLC. Smalanskas has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, Colorado, Delaware, Florida, Georgia, Louisiana, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia and Wisconsin. Citizens Securities, Inc is a financial advisory business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 employees. It administers $7 billion in total assets among its 47,802 client accounts, making it one of 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. Financial management fees typically vary depending on the type of services. Fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Marina Smalanskas Work History

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

2020 - Present (4 years)

Citizens Investment Services

2020 - 2020 (< 1 year)

Lpl Finanical LLC

2019 - 2020 (1 year)

First Citizens Community Bank

2018 - 2019 (1 year)

Lpl Financial LLC

2016 - 2018 (2 years)

Invest Financial Corporation

2016 - 2019 (3 years)

Members 1St Federal Credit Union

2012 - 2016 (4 years)

Santander Securities LLC

*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 Marina Smalanskas 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

Kevin Doyle
West Bloomfield, MI
Josh Ryan
Westwood, MA
Justin Binion
Monroeville, PA
Mark Dextradeur
Johnston, RI
Cole Fuller
Boston, MA
Grant Smith
Hudson, NH
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started