Christopher Heslin Adams

CFA

Citizens Securities, INC.

6 Years of Experience

Broker

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

400 Royal Palm Way, Suite 300, Palm Beach, FL, 33480

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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.

December 2024 - Present · 1 yr 2 mos

Citizens Securities, INC.Broker

November 2024 - Present · 1 yr 3 mos

Citizens Private Wealth

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Truist Advisory Services, INC.

August 2019 - December 2023 · 4 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.