Kamryn Person

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2025 → 03/2026
  Citizens Securities, Inc
  Westwood, MA
• 01/2025 → 03/2026
  Citizens Bank
  Foxboro, MA
• 02/2019 → 01/2025
  Citizens
  Sharon, MA
• 01/2017 → 02/2019
  Fifth Third Bank
  Nashville, TN
• 01/2015 → 01/2017
  Bank Of America
  Brentwood, TN
• 03/2026 → 07/2026
  Citizens Securities, Inc.
  Foxboro, MA
• 03/2026 → 07/2026
  Citizens Bank
  Foxboro, MA
• 07/2026 → Present
  Charles Schwab & Co., Inc.
  Boston, MA
• 01/2007 → Present
  Self Employment
  Holliston, MA
• 01/2022 → Present
  Off The Rails
  Worcester, MA
• 06/2026 → Present
  Ipswitch Entertainment
  Boston, MA
• 07/2026 → Present
  Schwab Wealth Advisory, Inc.
  Boston, MA

Previous Registrations

• 2025-09-08 → 2026-07-09
  Citizens Securities, Inc.
  Foxboro, MA
  Albany, NY

Other Businesses

1) KAMRYN | Investment Related:No||Performing/Fine Arts|Musician|2007-01-01|Less than 20|0|Professional musician contracted with multiple venues for live performance including Off The Rails, Loretta's Last Call etc., 2) Notary | Investment Related:No||Other|Notary Public|2019-08-26|Less than 20|0|Notary Public commission is active until August 26, 2026 at which time this will be inactive moving forward.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08