Zack Steven Thompson
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
21 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
12 years in the industry.
- Citizens Securities, Inc.Jul 2022 to now
- University of Rhode IslandSep 2018 to Jul 2022
- Home DepotMay 2018 to Aug 2021
- Chips Family RestaurantDec 2016 to Jan 2018
- Masuk High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CT, DE, FL, IL, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WV).
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
- 7599491
- Firm CRD
- 39550