CF
CF

Clement Farias

3 Years of Experience
Broker
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

6 Russell Street, Ms: Ma606, Woburn, MA, 01801

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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.

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Employment History
Current Registrations
Citizens Private Wealth
April 2024 - Present · 1 yr 10 mos
Citizens Securities, INC.
April 2024 - Present · 1 yr 10 mos
Citizens Securities, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - April 2024 · 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - April 2024 · 7 mos
J.P. Morgan Private Wealth Advisors LLC
May 2022 - April 2024 · 1 yr 11 mos
First Republic Securities Company, LLCBroker
January 2022 - September 2023 · 1 yr 8 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.