Shilah Ashley Tate

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 04/2023
  Citizens Securities, Inc.
  North Smithfield, RI
• 02/2016 → 12/2019
  Santander Bank
  New Bedford, MA
• 04/2023 → Present
  Citizens Securities, Inc.
  New Bedford, MA

Other Businesses

1) Notary Public for MA and RI 2) United Way - Women's Money Matters - Volunteer; coach women; 4 hours/month; Start date: 10/2023. 3) Rhode Island Sinners Guild- Secretary 6/01/2026- 20-26 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-03

Other Names

• Shilah Ashley Marshman