Christopher Smith
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
12 years in the industry.
- Citizens Securities, Inc.May 2025 to now
- Fidelity InvestmentsJul 2022 to May 2025
- Citizens Securities, Inc.Aug 2019 to Jul 2022
- Citizens Bank N.A.Jul 2019 to Aug 2021
- Finivi IncMar 2019 to Jun 2019
- UnemployedMar 2019 to Mar 2019
- Merrill EdgeJul 2018 to Mar 2019
- Bryant UniversitySep 2014 to May 2018
- Red RobinSep 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
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
- 6985727
- Firm CRD
- 39550