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Matthew Douglass White

Citizens Securities, Inc.

Johnston, RI

Stoughton, MA

Randolph, MA

Norwood, MA

CRD 7028587

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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:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-11
RI RA APPROVED 2020-07-02
  • FL RA
    APPROVED
    Since 2020-09-11
  • RI RA
    APPROVED
    Since 2020-07-02

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

601 Washington Street, Stoughton, MA 02072 • United States

50 South Main Street, Randolph, MA 02368 • United States

1415 Providence Highway, Norwood, MA 02062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Bedford MA 07/2008 02/2020
Bank Of America N.A. New Bedford MA 07/2008 02/2020
Citizens Securities, Inc. Randolph MA 06/2020 Present
None New Bedford MA 02/2020 06/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-11
  • S66 Uniform Combined State Law Examination
    2019-01-11
Other Names
  • Matthew White

View on SEC IAPD

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