Thomas Cxypoliski, financial advisor So. Dennis MA

Thomas Cxypoliski

CRD Number: 2466091
Current Firm: Citizens Securities, Inc.

Thomas Cxypoliski (CRD# 2466091) is an Investment Advisor Representative working at Citizens Securities, Inc. in So. Dennis, MA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Hyannis, MA Mar 2021 - Current 3
Eagle Strategies LLC Hyannis, MA Dec 2016 - Mar 2021 4
Nylife Securities LLC Hyannis, MA May 2016 - Mar 2021 4
New York Life Insurance Company Hyannis, MA Apr 2016 - Mar 2021 4
Unemployed Centerville, MA Nov 2015 - Mar 2016 < 1
Ameriprise Financial Services, Inc. Osterville, MA Aug 2015 - Nov 2015 < 1
Jhs Capital Advisors,inc Tampa, FL Oct 2011 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination May 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas E. Cxypoliski
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • ME
  • MI
  • NY
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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