Matthew K. Kanakis
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
3 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
10 years in the industry.
- Citizens Securities, Inc.Aug 2026 to now
- J.P. Morgan Securities LLCAug 2023 to Aug 2026
- JPMorgan Chase Bank, N.A.Aug 2023 to Aug 2026
- Bank of America N.A.Nov 2020 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Aug 2023
- Molaoi Restaurant CorpAug 2017 to May 2018
- Kabooz's Bar & GrillApr 2017 to Oct 2020
- UnemployedAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, NY).
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
- 7314211
- Firm CRD
- 39550