linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas E Cxypoliski

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas E Cxypoliski

Thomas Cxypoliski is a financial advisor with Citizens Securities, Inc. He is based out of South Dennis, MA and has been in the financial industry since November 6, 1994. Thomas has a broad range of experience with firms such as Amerprise Financial Services, Inc., JHS Capital Advisors, LLC, RBC Capital Markets, LLC, and New York Life Securities LLC, and Advest, Inc., and Wachovia Securities, Inc. He is licensed to provide financial advice in several states and holds the Series 7, Series 63, and Series 65 licenses. Thomas is a dedicated professional committed to helping clients reach their financial goals.

Firm Information

Thomas Cxypoliski 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Cxypoliski’s Registration & Firm History

RI

03/18/2021 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

05/16/2016 - 03/26/2021

NYLIFE SECURITIES LLC (HYANNIS MA)

MA

08/14/2015 - 11/12/2015

AMERIPRISE FINANCIAL SERVICES, INC. (Osterville MA)

MA

10/27/2011 - 08/14/2015

JHS CAPITAL ADVISORS, LLC (OSTERVILLE MA)

MA

01/23/2004 - 10/27/2011

RBC CAPITAL MARKETS, LLC (OSTERVILLE MA)

CT

02/26/2003 - 02/17/2004

ADVEST, INC. (HARTFORD CT)

MO

08/11/2000 - 02/27/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NY

05/06/1994 - 08/23/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

Not sure if Thomas E Cxypoliski is right for you?

Licenses & Designations

IA

Issued 05/17/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Thomas E Cxypoliski. Review regulatory record here.
Not sure if Thomas E Cxypoliski is right for you?