Thomas Cxypoliski
Thomas Cxypoliski is a registered investment advisor at Citizens Securities, INC., based in So. Dennis, MA, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
434 Rte 134; Cranberry Square, Mail Stop: Ma-652, So. Dennis, MA, 02660
Get directionsHistory
Regulatory History (4)
Regulatory
August 2016Regulatory
June 2012Customer Dispute
December 2006Criminal
May 1996Other Business Activities
Thomas is the executor of his mother's estate. This activity is not investment-related.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Advest, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.