Hind Azzaoui (CRD# 7629421) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cambridge, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank, N/a | Cambridge, MA | Nov 2023 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N/a | Westwood, MA | Oct 2022 - Nov 2023 | 1 |
| Citizens Securities, Inc. | Westwood, MA | Sep 2022 - Oct 2022 | < 1 |
| Citizens Bank, N.a | Westwood, MA | Sep 2022 - Oct 2022 | < 1 |
| Citizens Bank | Boston, MA | Mar 2021 - Sep 2022 | 1 |
| East Boston Savings Bank | Boston, MA | Apr 2018 - Mar 2021 | 2 |
| Citizens Bank | Winthrop, MA | Aug 2017 - Apr 2018 | < 1 |
| Bunker Hill Community College | Charlestown, MA | Jan 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- RI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.