Alexas Marie Cabral
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
12 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.Oct 2024 to now
- Ae Wealth Management, LLCDec 2023 to Oct 2024
- Massey and Associates, IncNov 2023 to Oct 2024
- SuzyDec 2022 to Oct 2026
- Notary PublicSep 2018 to Oct 2026
- Citizens Securities, Inc.Sep 2018 to Nov 2023
- Citizens BankJul 2018 to Jan 2019
- Enterprise HoldingsJun 2017 to May 2018
- Ritrovo PubMar 2017 to Dec 2017
- University of Rhode IslandJan 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, CT, FL, GA, MD, NC, NH, PA, RI, SC, VT).
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
- 7008314
- Firm CRD
- 39550