David Ciolfi (CRD# 2619450) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 28 years of experience in the finance industry.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Boston, MA | Jun 2023 - Current | < 1 |
| Clarfeld | Tarrytown, NY | Jun 2023 - Current | < 1 |
| Unemployed | Warren, RI | Nov 2022 - Jun 2023 | < 1 |
| Svn Safe Haven Advisors | Barnstable, MA | Jun 2022 - Nov 2022 | < 1 |
| Unemployed | Lincoln, RI | Nov 2021 - Jun 2022 | < 1 |
| Wells Fargo Clearing Services | Boston, MA | Nov 2017 - Nov 2021 | 4 |
| Wells Fargo Bank | Boston, MA | Nov 2017 - Nov 2021 | 4 |
| Cco Investment Services | Providence, RI | Nov 2014 - Nov 2017 | 3 |
| Citizens Financial Group | Providence, RI | Sep 2001 - Nov 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
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.
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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
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