Lawrence Richard Martin
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Citizens Securities, Inc.Sep 2019 to now
- Morgan StanleyFeb 2018 to Aug 2019
- Morgan Stanley Private Bank, N.A.Feb 2018 to Aug 2019
- Quirk ChevroletMar 2017 to Feb 2018
- TeslaMar 2016 to Feb 2017
- Bulldog Enterprises, LLCAug 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (RI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2525599
- Firm CRD
- 39550