Kadeem Rogier Wright

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

• 07/2020 → 02/2021
  Equitable Advisors, Llc
  New York, NY
• 02/2018 → 10/2019
  Bank Of America
  New Bedford, MA
• 10/2019 → 07/2020
  Unemployed
  Milton, MA
• 07/2010 → 07/2017
  Stop And Shop
  Hyde Park, MA
• 01/2016 → 12/2017
  University Of Massachusetts Amherst
  Amherst, MA
• 02/2021 → 02/2022
  Citizens Securities, Inc.
  Johnston, RI
• 02/2022 → 11/2023
  Citizens Securities Inc.
  Johnston, RI
• 11/2023 → 05/2024
  Fidelity Investments
  Smithfield, RI
• 06/2024 → Present
  Citizens Securities, Inc.
  Milford, MA

Previous Registrations

• 2024-01-08 → 2024-05-09
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2021-02-08 → 2023-11-27
  Citizens Securities, Inc.
  Hudson, MA
  Boston, MA
  Johnston, RI
  Johnston, RI
  Lawrence, MA
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-10-17

Designations

• Certified Financial Planner

Other Names

• Kadeem R. Wright
• Kadeem R Wright
• Kadeem Rogier Wright
• Kadeem Wright