Andrew
Wood
Citizens Securities, Inc
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About this Advisor
Andrew Wood is a financial advisor working out of Westwood, Massachusetts who has 3 years of industry experience. Wood is an advisor for Citizens Securities, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Martignetti Companies, Nestle Waters North America, Stop & Shop, Family Service Association, Citizens Bank and Citizens Securities, Inc. Wood holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, 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 firm that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 people on staff. It has $7 billion in assets under management across its 47,802 client accounts, making it one of the largest firms in the nation by assets under management. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually vary depending on the type of financial services offered. Fee types 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
Andrew Wood Work History
Andrew has been registered as a financial advisor for 3 years.*
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Family Service Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Martignetti Companies
Nestle Waters North America
Stop & Shop
Stop & Shop
*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 Andrew Wood 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
Utica, MI
Newton Highlands, MA
Johnston, RI
Schenectady, NY
Albany, NY
Westwood, MA
Westwood, MA
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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