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Christopher J Maloney

Citizens Securities, Inc.

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About Christopher J Maloney

Christopher Maloney is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with Citizens Securities, Inc. and has been with them since November 2023. Prior to that, Christopher worked with Morgan Stanley, Raymond James & Associates, Inc., and UBS Financial Services Inc. Christopher has a Series 7, Series 24, Series 66 and SIE license and has a wide range of experience in providing financial advice to individuals, corporations and other businesses. Christopher focuses on financial planning, selection of other advisors and portfolio management.

Firm Information

Christopher Maloney 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 Maloney’s Registration & Firm History

NY

11/16/2023 - Present

Citizens Securities, Inc. (ALBANY NY)

MA

01/27/2021 - 08/10/2023

MORGAN STANLEY (Boston MA)

FL

01/14/2020 - 12/23/2020

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

07/13/2016 - 12/31/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

09/05/2013 - 06/07/2016

UBS FINANCIAL SERVICES INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 02/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher J Maloney.
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