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Matthew John Wilcox

Citizens Securities, Inc.

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About Matthew John Wilcox

Matthew Wilcox is a financial professional with over 20 years of experience in the financial services industry. Matthew is currently registered with Citizens Securities, Inc. Matthew is a Registered Representative and an Investment Advisor Representative in Rhode Island. Previously, Matthew has held positions at Santander Securities LLC, CCO Investment Services Corp. and Northwestern Mutual Investment Services, LLC. Matthew has a strong background in financial planning, portfolio management, and client service. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Matthew Wilcox 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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Matthew Wilcox’s Registration & Firm History

RI

04/09/2018 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

12/11/2012 - 03/26/2018

SANTANDER SECURITIES LLC (DORCHESTER MA)

MA

12/23/2009 - 12/07/2012

CCO INVESTMENT SERVICES CORP. (NORWOOD MA)

RI

01/13/2003 - 01/05/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WARWICK RI)

RI

07/12/2001 - 08/29/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 07/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/02/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/10/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Wilcox.
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