TrueAdvisor
TrueAdvisor
AB
AB

Adam Tucker Boyce

Citizens Securities, INC.
12 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citizens Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only

Location

200 Station Drive, Westwood, MA, 02090

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2019
Pending
Customer Dispute
June 2019
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Adam works as a driver for Lyft/Uber. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Citizens Securities, INC.Broker
September 2018 - Present · 7 yrs 5 mos
Citizens Securities, INC.
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
PNC InvestmentsBroker
November 2013 - September 2018 · 4 yrs 10 mos
PNC Investments
November 2013 - September 2018 · 4 yrs 10 mos
Edward Jones
September 2013 - November 2013 · 2 mos
Edward JonesBroker
June 2013 - November 2013 · 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.