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Christopher Anton Valley

Citizens Securities, Inc.

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About Christopher Anton Valley

Christopher Valley is a financial professional with a strong background in the financial services industry. Christopher has experience in both the investment and advisory sectors. Christopher currently is a registered representative for Citizens Securities, Inc. Christopher's expertise extends beyond the traditional roles to include a specialized focus in financial planning and portfolio management. Christopher is a CFA charter holder and holds the Series 7TO, Series 86, Series 87 and SIE licenses, and a Series 63 to further refine his knowledge and practice.

Firm Information

Christopher Valley is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Valley’s Registration & Firm History

MA

08/05/2024 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MA

01/10/2022 - 06/24/2024

KEYBANC CAPITAL MARKETS INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/05/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Anton Valley.
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