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CM

Christopher J. Murphy

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CRD#: 2193365
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher John Murphy, CFP®, who also goes by Christopher J Murphy, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1991. Christopher had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher J Murphy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

April 24, 2019 - October 4, 2019

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
HARRISBURG, PA
Past

May 10, 2018 - October 4, 2019

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
HARRISBURG, PA
Past

January 2, 2018 - May 9, 2018

BB&T SECURITIES, LLC

RIA
CRD#: 142785
CAMP HILL, PA
Past

January 2, 2018 - May 9, 2018

BB&T SECURITIES, LLC

BD
CRD#: 142785
CAMP HILL, PA
Past

April 10, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
HARRISBURG, PA
Past

April 10, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
HARRISBURG, PA
Past

May 9, 2014 - February 28, 2017

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
MECHANICSBURG, PA
Past

May 8, 2014 - February 28, 2017

SANTANDER SECURITIES LLC

BD
CRD#: 41791
MECHANICSBURG, PA
Past

October 4, 2012 - April 28, 2014

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
WELLSVILLE, PA
Past

October 2, 2012 - April 28, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
WELLSVILLE, PA
Past

August 26, 2011 - February 24, 2012

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
COLUMBIA, MD
Past

August 26, 2011 - February 24, 2012

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
COLUMBIA, MD
Past

July 17, 2008 - September 20, 2010

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
BLOOMINGBURG, NY
Past

July 17, 2008 - September 20, 2010

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
BLOOMINGBURG, NY
Past

March 11, 2008 - July 14, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

March 11, 2008 - July 14, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

February 25, 2004 - March 3, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MILLBURN, NJ
Past

February 12, 2004 - March 3, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PARAMUS, NJ
Past

September 11, 2003 - January 12, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
KEARNY, NJ
Past

June 1, 2002 - January 12, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

June 4, 1997 - June 1, 2002

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

January 1, 1996 - June 3, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

September 27, 1995 - January 1, 1996

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

August 1, 1994 - September 25, 1995

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

September 21, 1993 - August 1, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

December 14, 1992 - September 28, 1993

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

December 23, 1991 - January 5, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

December 23, 1991 - January 5, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES

CRD#: 39550 / SEC#: 801-61902, 8-48744

RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)
Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)
Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/23/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1995
General Securities Principal Examination

Current Firm


CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES

CRD#: 39550 / SEC#: 801-61902, 8-48744

RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)
Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)
New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)
Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Citizens Bank Way Jcb135, Johnston, RI 02043
Mailing Address
200 Station Drive Mws414, Westwood, MA 02090
Phone number
(781) 364-1641
Established
Rhode Island since 09/21/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
418

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CSI ADVISORY SOLUTIONS MANAGED ACCOUNT PROGRAM BROCHURE 6242025 (6/23/2025)

Direct owners and executive officers


NamePositionCRD#
CITIZENS BANK, N.A.DIRECT OWNERSHIP
ARNOLD, CHADCOO WEALTH, EXECUTIVE VICE PRESIDENT3076401
CARVALHO, KEVIN JOHNCHIEF FINANCIAL OFFICER6115556
CHERNY, MICHAELPRESIDENT4864410
SHORE, DAVID HOWARDCHIEF COMPLIANCE OFFICER2106767

Regulatory assets under management


Total Number of Accounts53,044
AUM (Assets Under Management)$ 9,188,004,183

Disclosures


Regulatory Event16
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CITIZENS SECURITIES, INC.

CRD#: 39550

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