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Craig Brian Carlisle

Citizens Securities, Inc.

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About Craig Brian Carlisle

Craig Carlisle is a financial professional with over 10 years of experience in the industry. Craig is currently registered with Citizens Securities, Inc. in WESTWOOD, MA. Craig has a strong track record of providing financial advice to individuals and businesses. Craig specializes in investments and financial planning. Prior to joining Citizens Securities, Inc., Craig worked at SANTANDER SECURITIES LLC, LPL FINANCIAL LLC, and WELLS FARGO ADVISORS, LLC.

Firm Information

Craig Carlisle 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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Craig Carlisle’s Registration & Firm History

MA

02/21/2018 - Present

Citizens Securities, Inc. (WESTWOOD MA)

NJ

09/19/2012 - 04/05/2017

SANTANDER SECURITIES LLC (FREEHOLD NJ)

NJ

12/06/2011 - 09/20/2012

LPL FINANCIAL LLC (TOMS RIVER NJ)

NJ

07/25/2007 - 09/07/2011

WELLS FARGO ADVISORS, LLC (TOMS RIVER NJ)

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Licenses & Designations

BC

Issued 08/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/23/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Brian Carlisle. Review regulatory record here.
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