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Nathan Robert Falso

Citizens Securities, Inc.

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About Nathan Robert Falso

Nathan Robert Falso is a financial advisor with over 7 years of experience in the financial services industry. Nathan is registered with Citizens Securities, Inc. and Clarfeld and holds FINRA Series 6, 7, 63 and 65 licenses as well as the SIE exam. Nathan also holds the Certified Financial Planner designation and is a registered representative in Arizona, Massachusetts, New Hampshire and Rhode Island. He has previously worked with Wells Fargo Clearing Services, LLC and NYLIFE SECURITIES LLC. Nathan is a resident of Chestnut Hill, MA and has extensive experience in providing investment advice and financial planning services to individuals, corporations, and high-net-worth clients.

Firm Information

Nathan Falso 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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Nathan Falso’s Registration & Firm History

MA

01/30/2023 - Present

Citizens Securities, Inc. (CHESTNUT HILL MA)

MA

11/15/2018 - 01/26/2023

WELLS FARGO CLEARING SERVICES, LLC (WORCESTER MA)

RI

11/22/2016 - 11/13/2018

CITIZENS SECURITIES, INC. (JOHNSTON RI)

RI

04/29/2016 - 11/15/2016

NYLIFE SECURITIES LLC (JOHNSTON RI)

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Licenses & Designations

IA

Issued 04/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Robert Falso.
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