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Todd Michael Fischer

Citizens Securities, Inc.

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About Todd Michael Fischer

Todd Michael Fischer is a financial advisor at Citizens Securities, Inc. based in Milford, NH. Todd has been in the financial services industry since 1999. Todd is a Certified Financial Planner (CFP) and holds Series 6, 7, 24, 26, 63, and 65 licenses. Todd is registered to provide investment advisory services in Connecticut, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, Ohio, Pennsylvania, South Carolina, Tennessee, Vermont, and Virginia. Todd has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Todd Fischer 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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Todd Fischer’s Registration & Firm History

NH

01/15/2020 - Present

Citizens Securities, Inc. (MILFORD NH)

NH

07/19/2012 - 07/26/2013

MML INVESTORS SERVICES, LLC (BEDFORD NH)

NH

02/04/2009 - 06/21/2012

NEXT FINANCIAL GROUP, INC. (GOFFSTOWN NH)

NH

03/16/2000 - 02/06/2009

CCO INVESTMENT SERVICES CORP. (BEDFORD NH)

NY

05/25/1999 - 02/01/2000

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

04/12/1999 - 05/12/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

MA

10/15/1998 - 03/24/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/12/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2003

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Todd Michael Fischer. Review regulatory record here.
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