Meghan Howland Forrester
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens BankJul 2026 to now
- Citizens Securities, Inc.May 2024 to now
- Boston Harbor Wealth AdvisorsMay 2023 to May 2024
- Crux Wealth AdvisorsMay 2023 to May 2024
- Raymond James Financial Services Advisors, Inc.May 2023 to May 2024
- Raymond James Financial Services, Inc.May 2023 to May 2024
- Citizens Securities, Inc.Nov 2021 to May 2023
- Citizens BankNov 2018 to Nov 2021
- Santander Securities, LLCDec 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
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
- 6734081
- Firm CRD
- 39550