Darrell Smith
Darrell Smith is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Malden, MA, with 23 years of industry experience. Darrell 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
225 Pleasant Street, Ms: Ma048, Malden, MA, 02148
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Darrell is a notary public. This activity is not investment-related.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Ifmg Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.