Samia Tony Elias

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-04
RI	RA	APPROVED	2026-05-04
NH	RA	APPROVED	2023-11-16

FL RA
APPROVED

Since 2026-05-04
RI RA
APPROVED

Since 2026-05-04
NH RA
APPROVED

Since 2023-11-16

Branch Locations

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

541 Main Street, Medfield, MA 02052 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Citizens Securities, Inc.	Medfield	MA	06/2026	Present
Td Ameritrade	Boston	MA	08/2016	05/2020
Fidelity Investments	Cambridge	MA	05/2020	09/2023
Citizens Securities, Inc.	Sharon	MA	09/2023	06/2026

06/2026 → Present

Citizens Securities, Inc.

Medfield, MA
08/2016 → 05/2020

Td Ameritrade

Boston, MA
05/2020 → 09/2023

Fidelity Investments

Cambridge, MA
09/2023 → 06/2026

Citizens Securities, Inc.

Sharon, MA

Previous Registrations

2020-07-21 → 2023-07-28

Fidelity Personal And Workplace Advisors

Cambridge, MA
2017-05-08 → 2020-05-19

Td Ameritrade, Inc.

Boston, MA
2017-05-08 → 2020-05-19

Td Ameritrade Investment Management, Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-07

S66 Uniform Combined State Law Examination

2017-03-07

Other Names

Samia Tony Nassif
Samia Tony Nassif

View on SEC IAPD