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Richard Farley Decker

Citizens Securities, Inc.

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About Richard Farley Decker

Richard Decker is a financial advisor with Citizens Securities, Inc., having over 20 years of experience in the financial industry. Richard is licensed to offer financial advice in 18 states, including New York, California, Florida, and Texas. He provides portfolio management for individuals and businesses, as well as financial planning services. In addition to their work with Citizens Securities, Inc., Richard has held previous positions with AXA Advisors, LLC, and Morgan Stanley DW Inc.

Firm Information

Richard Decker 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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Richard Decker’s Registration & Firm History

NY

05/03/2018 - Present

Citizens Securities, Inc. (ALBANY NY)

NY

11/26/2007 - 03/06/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

11/22/2002 - 11/29/2007

AXA ADVISORS, LLC (CLIFTON PARK NY)

NY

12/21/1998 - 11/07/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 02/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 12/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard Farley Decker. Review regulatory record here.
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