linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Evarts Benjamin

Citizens Securities, Inc.

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

About William Evarts Benjamin

William Evarts Benjamin IV has been in the financial services industry for over 11 years and has worked for several firms including First Republic Securities Company, LLC, Fidelity Brokerage Services LLC, and Lake Street Capital Markets, LLC. William is currently registered with Citizens Securities, Inc. and Clarfeld. William has a Series 7 and Series 66 license. William is a registered investment advisor representative in Florida.

Firm Information

William Benjamin 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.

William Benjamin’s Registration & Firm History

MA

06/29/2023 - Present

Citizens Securities, Inc. (Woburn MA)

FL

05/14/2015 - 06/16/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)

FL

11/17/2014 - 03/12/2015

FIDELITY BROKERAGE SERVICES LLC (AVENTURA FL)

PA

09/23/2013 - 03/20/2014

LAKE STREET CAPITAL MARKETS, LLC (WAYNE PA)

PA

09/07/2012 - 09/09/2013

CRAIG-HALLUM CAPITAL GROUP LLC (BERWYN PA)

PA

03/08/2011 - 09/18/2012

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

Not sure if William Evarts Benjamin is right for you?

Licenses & Designations

BOTH

Issued 02/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Evarts Benjamin.
Not sure if William Evarts Benjamin is right for you?