CF
CF

Christopher M. Falzone

8 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
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
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Location

200 Station Drive, Westwood, MA, 02090

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2017
Employment History
Current Registrations
Citizens Securities, INC.Broker
March 2025 - Present · 11 mos
Citizens Securities, INC.
November 2024 - Present · 1 yr 3 mos
Citizens Private Wealth
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Citizens Securities, INC.
October 2019 - January 2020 · 3 mos
Citizens Securities, INC.Broker
August 2017 - January 2020 · 2 yrs 5 mos
State Registrations8 states
CACTFLMANYPARISC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.