Thiago Ribeiro
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
2 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
15 years in the industry.
- Citizens Securities, Inc.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & SmithincorporatedNov 2018 to Nov 2023
- Le CreusetMar 2018 to Aug 2018
- WayfairJan 2018 to Aug 2018
- Market SourceAug 2017 to Jan 2018
- Le CreusetApr 2017 to Aug 2017
- Joe PizzaFeb 2017 to Apr 2017
- Medford High SchoolSep 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7465186
- Firm CRD
- 39550