Rashid
Mahmood

Citizens Securities, Inc

CRD#6147672
Investment Advisor
in Bristol, RI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rashid Mahmood is a financial advisor based in Bristol, Rhode Island, working with Citizens Securities, Inc. Rashid has previously held positions at Citizens Securities, Inc, Citizens Bank, Walmart, and Citizens Bank, Inc. Rashid has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, North Carolina, Rhode Island, and Virginia. Currently, Rashid is part of Citizens Securities, Inc, which operates out of Bristol, Rhode Island. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

605 Metacom Avenue Mailstop: Ri-111
Bristol, RI 02809

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

RI Average: 18
Total Number of Accounts

47,222

RI Average: 609
Average Account Size

$154,888

RI Average: $4,619,448

Investment Advisory Services

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

Rashid Mahmood Work History

2023 - Present (2 years)

Citizens Securities, Inc

2023 - 2023 (< 1 year)

Citizens Bank, N/A

2022 - 2023 (1 year)

Citizens Securities, Inc

2022 - 2023 (1 year)

Citizens Bank, N/A

2021 - 2022 (1 year)

Citizens Securities Inc

2021 - 2022 (1 year)

Citizens Bank, Inc

2018 - 2021 (3 years)

Citizens Bank

2018 - 2021 (3 years)

Citizens Securities, Inc

2016 - 2018 (2 years)

Citizens Securities, Inc

2014 - 2018 (4 years)

Citizens Bank

2012 - 2014 (2 years)

Walmart

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rashid Mahmood 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

Brian Shreve
Cleveland, OH
Stephanie Marcello
Old Lyme, CT
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Edward Carlson
Syracuse, NY
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started