Nicholas
Mann
Citizens Securities, Inc
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About this Advisor
Nicholas Mann is a financial advisor based in Johnston, Rhode Island with a total of 1 year of relevant experience. Mann is an employee of Citizens Securities, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Twin River Casino And Hotel, Chapel Grille, Cornerstone Pub, Ccri, Rhode Island College, Bank Of America, N.A and Citizens Securities, Inc. Mann has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Citizens Securities, Inc is a registered investment firm that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets under management between its 47,802 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Citizens Securities, Inc performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually depend on which service is 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
Nicholas Mann Work History
Nicholas has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Chapel Grille
Rhode Island College
Twin River Casino And Hotel
Cornerstone Pub
Ccri
*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 Nicholas Mann 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
Monroeville, PA
Schenectady, NY
Fort Washington, PA
Monroeville, PA
Johnston, RI
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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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.
