Christopher Smith

Financial advisor at Citizens Securities, Inc. · Westborough, MA

Last updated 2026-10-10

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Christopher Smith is a financial advisor at Citizens Securities, Inc. in Westborough, MA, CRD 6985727. Licenses and exams on the registration: Series 66. IAPD registration began 2018-10-24.

Registration

CRD number
6985727
Registration status
Active
IAPD registration
2018-10-24
Industry Experience
7 years
Work Experience
13 years
States registered
RI, TX

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2018-07 to 2019-03 · Merrill Edge · Lincoln, RI
  • 2013-09 to 2019-03 · Red Robin · Millbury, MA
  • 2014-09 to 2018-05 · Bryant University · Smithfield, RI
  • 2019-03 to 2019-06 · Finivi Inc · Westborough, MA
  • 2019-03 to 2019-03 · Unemployed · Worcester, MA
  • 2019-07 to 2020-09 · Citizens Bank · Littleton, MA
  • 2019-08 to 2020-09 · Citizens Securities, Inc · Canton, MA
  • 2020-09 to 2021-08 · Citizens Bank N.A. · Johnston, RI
  • 2020-09 to 2021-08 · Citizens Securities, Inc · Canton, MA
  • 2021-08 to 2022-07 · Citizens Securities, Inc. · Westwood, MA
  • 2022-07 to 2025-05 · Fidelity Investments · Littleton, MA
  • 2025-03 to 2025-05 · Fidelity Investments · Boston, MA
  • 2025-05 to Present · Citizens Securities, Inc. · Westborough, MA

Current employment

SEC IAPD record for Christopher Smith

Citizens Securities, Inc.

Regulatory AUM
$12,868,719,975
Registered advisors
785
Offices
1,033
Clients per advisor
77.1 (Moderate)
Average AUM per client
$212.5K (Low)
High-net-worth client ratio
0.1% (Low)

Citizens Securities, Inc.: advisors, services and reported ETF investments

About

Christopher Smith is a CFP® financial advisor at Citizens Securities, Inc. in Westborough, MA. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 13 years of reported work history.

Citizens Securities, Inc.'s firm-level Form ADV reports 785 advisors across 1,033 offices; approximately 77.1 clients per advisor, average assets per client of $212,548, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by Citizens Securities, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

32 Lyman Street, Westborough, MA 01581

1 advisor at this office.

Citizens Securities office in Westborough, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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