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Edward Joseph Walsh

Citizens Securities, Inc.

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About Edward Joseph Walsh

Edward Walsh is a financial advisor who has been in the industry for over 20 years. Edward is currently registered with Citizens Securities, Inc. in Rhode Island, where he is actively providing financial advice. He is also a registered representative in Massachusetts. Previously, Edward worked at Fidelity Brokerage Services LLC, LPL Financial LLC, Morgan Stanley Smith Barney, and other financial institutions. Edward has a broad range of experience in the financial services industry.

Firm Information

Edward Walsh 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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Edward Walsh’s Registration & Firm History

MA

10/25/2022 - Present

Citizens Securities, Inc. (MARSHFIELD MA)

MA

04/29/2015 - 11/27/2019

FIDELITY BROKERAGE SERVICES LLC (HINGHAM MA)

MA

01/29/2010 - 04/24/2015

LPL FINANCIAL LLC (DUXBURY MA)

MA

06/01/2009 - 02/01/2010

MORGAN STANLEY SMITH BARNEY (NORWELL MA)

MA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NORWELL MA)

MA

06/22/2005 - 04/02/2007

MORGAN STANLEY DW INC. (NORWELL MA)

MO

03/15/2002 - 06/29/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

PA

09/20/2000 - 04/11/2002

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

MA

04/23/1999 - 04/24/2001

LEERINK SWANN & COMPANY (BOSTON MA)

NY

08/06/1996 - 10/06/1997

ABERNATHY, LEET INSTITUTE OF FINANCIAL RESEARCH INC. (NEW YORK NY)

NY

05/15/1996 - 08/02/1996

COWEN & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Edward Joseph Walsh. Review regulatory record here.
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