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David Matthew Reynolds

Citizens Securities, Inc.

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About David Matthew Reynolds

David Matthew Reynolds is a financial advisor with Citizens Securities, Inc. based in Syracuse, New York. David has been in the financial services industry since 2001. David holds Series 6, 7, 31, and 63 securities licenses and the SIE. David is also a Certified Financial Planner. Citizens Securities, Inc. manages over $9 billion in assets and has offices in over 20 states.

Firm Information

David Reynolds 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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David Reynolds’s Registration & Firm History

NY

08/13/2015 - Present

Citizens Securities, Inc. (SYRACUSE NY)

NY

10/16/2013 - 12/02/2014

LPL FINANCIAL LLC (ROCHESTER NY)

NY

03/30/2012 - 10/16/2013

FIVE STAR INVESTMENT SERVICES, INC. (VICTOR NY)

NY

06/01/2009 - 04/10/2012

MORGAN STANLEY SMITH BARNEY (ROCHESTER NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)

NY

05/18/2001 - 04/02/2007

MORGAN STANLEY DW INC. (ROCHESTER NY)

NJ

03/09/2001 - 04/17/2001

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 08/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 07/23/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Matthew Reynolds. Review regulatory record here.
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