Dylan A Souter

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

Last updated 2026-10-10

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Dylan A Souter is a financial advisor at Citizens Securities, Inc. in Woburn, MA, CRD 6831400. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2019-11-27.

Registration

CRD number
6831400
Registration status
Active
IAPD registration
2019-11-27
Industry Experience
6 years
Work Experience
13 years
States registered
CA, FL, ME, NH, RI

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2018-10 to 2019-11 · Northwestern Mutual Investment Services LLC · Boston, MA
  • 2018-06 to 2019-11 · Paul J Driscoll · Boston, MA
  • 2017-07 to 2018-07 · Global Atlantic Financial Group · Berwyn, PA
  • 2013-07 to 2017-07 · Student · Norton, MA
  • 2019-11 to 2023-10 · Santander Bank, NA · Boston, MA
  • 2019-11 to 2023-01 · Santander Securities, LLC · Dorchester, MA
  • 2023-01 to 2023-10 · Santander Securities, LLC · Dorchester, MA
  • 2023-10 to Present · Citizens Securities, Inc. · Woburn, MA

Current employment

SEC IAPD record for Dylan A Souter

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

Dylan A Souter is a CFP® financial advisor at Citizens Securities, Inc. in Woburn, MA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 6 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

6 Russell Street, Woburn, MA 01801

48 advisors at this office.

Citizens Securities office in Woburn, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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