Kadeem Rogier Wright
Investment adviser representative at Citizens Securities, Inc.
16 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
16 years in the industry.
- Citizens Securities, Inc.Jun 2024 to now
- Fidelity InvestmentsNov 2023 to May 2024
- Citizens Securities, Inc.Feb 2021 to Nov 2023
- Equitable Advisors, LLCJul 2020 to Feb 2021
- UnemployedOct 2019 to Jul 2020
- Bank of AmericaFeb 2018 to Oct 2019
- University of Massachusetts AmherstJan 2016 to Dec 2017
- Stop and ShopJul 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7281942
- Firm CRD
- 39550