Matthew
Phipps

Citizens Securities, Inc

CRD#6594999
Investment Advisor
in Johnston, RI

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About this Advisor

Matthew Phipps is a financial advisor based out of Johnston, Rhode Island with a total of 4 years of industry experience. Phipps is on the advisory team at Citizens Securities, Inc. Their career trajectory has included roles at Minnesota Life Ins Co, Pioneer Financial Group, Securian Financial Services, Inc, Matunuck Oyster Bar, Phil'S Main Street Grille, Subway Inc, University Of Rhode Island, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Citizens Securities, Inc. Phipps holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Connecticut, Delaware, Florida, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont. Citizens Securities, Inc is a firm that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 employees. It handles $7 billion in assets between its 47,802 client accounts, making it one of the biggest firms in the United States by assets under management. Citizens Securities, Inc has 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 fee schedules typically are based on which services the firm provides the client. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

1 Citizens Bank Way
Johnston, RI 02919

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

RI Average: 18
Total Number of Accounts

47,802

RI Average: 609
Average Account Size

$145,605

RI Average: $4,619,448

Investment Advisory Services

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

Matthew Phipps Work History

Matthew has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Citizens Securities, Inc

2019 - 2021 (2 years)

Citizens Securities, Inc

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2018 (1 year)

Matunuck Oyster Bar

2016 - 2018 (2 years)

Pioneer Financial Group

2015 - 2018 (3 years)

Minnesota Life Ins Co

2015 - 2018 (3 years)

Securian Financial Services, Inc

2014 - 2016 (2 years)

Matunuck Oyster Bar

2012 - 2014 (2 years)

Phil'S Main Street Grille

2012 - 2014 (2 years)

Subway Inc

2010 - 2015 (5 years)

University Of Rhode Island

*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 Phipps 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

Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Edward Kamradt
Fort Washington, PA
Joshua Bell
Monroeville, PA
Justin Binion
Monroeville, PA
Eliza Siradze
Johnston, RI
David Hudson
Westwood, MA
Andrew Booth
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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