Thomas Mason Hall
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
4 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.Jun 2025 to now
- Fidelity InvestmentsJun 2023 to Apr 2025
- Shelter Harbor Golf ClubMay 2023 to Jun 2023
- Shelter Harbor Golf ClubJun 2022 to Nov 2022
- Hall Law & AssociatesJan 2022 to Jun 2022
- Shelter Harbor Golf ClubMay 2021 to Nov 2021
- Seven Hills FoundationFeb 2021 to Jun 2023
- Shelter Harbor Golf ClubJul 2020 to Dec 2020
- Hall Law & AssociatesJan 2020 to Aug 2020
- Coastal Gourmet CateringJan 2020 to Jan 2020
- Ocean HouseDec 2018 to Aug 2019
- University of Rhode IslandAug 2018 to May 2023
- Hall Law & AssociatesSep 2017 to Jul 2018
- Three Rivers Middle Colleg Magnet High SchoolAug 2016 to Jun 2018
- Indulge Coffee Co.Jun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, 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
- 7766080
- Firm CRD
- 39550