Matthew Paul Thomas
Investment adviser representative at Citizens Securities, Inc.
18 yearsExperience
4 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Matthew Paul Thomas? Claim your profile
Contact this firm
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
18 years in the industry.
- Citizens Securities, Inc.Dec 2025 to now
- Brandon NgaiAug 2024 to Nov 2025
- Northwestern Mutual Wealth Management CompanyAug 2024 to Nov 2025
- Alex RothDec 2023 to Nov 2025
- Northwestern Mutual Invesment Services LLCMar 2018 to Nov 2025
- Robert RothMar 2018 to Jul 2024
- MML Investor Services LLCMar 2017 to Mar 2018
- MetlifeOct 2015 to May 2017
- Barnum Financial GroupSep 2015 to Mar 2018
- OasisSep 2015 to May 2017
- St Thomas More ChurchJan 2008 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, RI, VA).
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
- 5665293
- Firm CRD
- 39550