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CFP
MS
CFP

Marion Smith

Citizens Securities, INC.
16 Years of Experience
Detroit, MI
Broker
View SEC Summary
View SEC Summary

Marion Smith is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Detroit, MI, with 16 years of industry experience. Marion is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

777 Woodward Ave., Mailstop: Mib767, Detroit, MI, 48226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Citizens Securities, INC.Broker
May 2025 - Present · 1 yr 5 mos
Citizens Securities, INC.
May 2025 - Present · 1 yr 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2021 - March 2025 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2021 - March 2025 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - August 2021 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - August 2021 · 10 yrs 3 mos
Edward Jones
June 2009 - March 2011 · 1 yr 9 mos
Edward JonesBroker
May 2009 - March 2011 · 1 yr 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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