Dustin Allen Smith
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
47 statesRegistered 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
11 years in the industry.
- Citizens Securities, Inc.Jan 2025 to now
- Citizens BankJan 2025 to now
- ClarfeldJan 2025 to now
- City National BankSep 2016 to Jan 2025
- RBC Capital Markets, LLCApr 2015 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 47 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
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
- 2803156
- Firm CRD
- 39550