Frank Armand Sisti

CFP

Citizens Securities, INC.

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Citizens Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

704 advisors

Number of Clients

53,044 clients

Average Client Portfolio

$173K average

Assets Under Management

$9.2B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

200 Station Drive, Westwood, MA, 02090

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Citizens Securities, INC.

February 2025 - Present · 1 yr

Citizens Private Wealth

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Clarfeld Financial Advisors INC

June 2003 - December 2005 · 2 yrs 6 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.