Brian Smith (CRD# 1938367) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 6 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N/a | Quincy, MA | Oct 2022 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Sep 2021 - Oct 2022 | 1 |
| Citizens Bank, N.a | Milton, MA | Sep 2021 - Oct 2022 | 1 |
| Citizens Bank, N.a | Braintree, MA | Dec 2020 - Sep 2021 | < 1 |
| Citizens Securities, Inc. | Hingham, MA | Sep 2017 - Dec 2020 | 3 |
| Citizens Bank | Hingham, MA | Aug 2017 - Dec 2020 | 3 |
| Mercer | Norwood, MA | Aug 2014 - Aug 2017 | 3 |
| New England Farms | Bourne, MA | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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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
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