Maximilian Alsarraf
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
8 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
15 years in the industry.
- Citizens Securities, Inc.Feb 2024 to now
- Citizens Bank N/aFeb 2024 to May 2025
- Infinex Investments, Inc.Apr 2022 to Feb 2024
- Epstein FinancialMay 2019 to Apr 2022
- Trinity CollegeSep 2018 to Apr 2022
- Lyons AssociatesMay 2018 to May 2019
- Home GoodsMay 2017 to May 2018
- Roxbury LatinSep 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 8 states (FL, ME, NC, NH, NY, SC, TX, 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
- 7259404
- Firm CRD
- 39550