Matthew
Spirko
Citizens Securities, Inc
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About this Advisor
Matthew Spirko is a financial advisor working in Pittsburgh, Pennsylvania, with a total of 5 years of industry experience. Spirko works at Citizens Securities, Inc. Spirko has gained experience at Citizens Bank, Bank Of New York Mellon, Northwestern Mutual, Dunham'S Sports, Pnc Investments, LLC, Pnc Bank and Citizens Securities, Inc. Spirko holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a financial advisory firm based in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 people on staff. It has $7 billion in assets across its 47,802 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on which services the firm provides the client. Fees charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Spirko Work History
Matthew has been registered as a financial advisor for 5 years.*
Citizens Securities, Inc
Citizens Bank
Citizens Securities, Inc
Pnc Investments, LLC
Pnc Bank
Citizens Bank
Bank Of New York Mellon
Northwestern Mutual
Dunham'S Sports
*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 Matthew Spirko 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
Newton Highlands, MA
Syracuse, NY
Hudson, NH
Albany, NY
Bloomfield Hills, MI
Westwood, MA
Westwood, MA
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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