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Thomas Benjamin Metzger

Citizens Securities, Inc.

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About Thomas Benjamin Metzger

Thomas Metzger is a financial advisor with Citizens Securities, Inc. Thomas has been a registered representative since 2007 and holds a variety of licenses including Series 6, 7, 10, 24, 52TO, 53, 63, 66 and SIE. Thomas specializes in providing financial advice to individuals, corporations, and other businesses. Thomas has been with Citizens Securities, Inc. since 2024 and has previous experience with Wells Fargo Clearing Services, LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, and J.P. MORGAN SECURITIES LLC.

Firm Information

Thomas Metzger 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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Thomas Metzger’s Registration & Firm History

MA

09/20/2024 - Present

Citizens Securities, Inc. (WESTWOOD MA)

CA

09/29/2023 - 12/10/2023

J.P. MORGAN SECURITIES LLC (San Francisco CA)

CA

09/29/2022 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)

CA

02/06/2014 - 09/28/2022

WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)

CA

10/01/2012 - 02/07/2014

J.P. MORGAN SECURITIES LLC (TORRANCE CA)

CA

04/11/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/23/2012

Series 4 - Registered Options Principal Examination

BC

Issued 03/14/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/09/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Benjamin Metzger.
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