Samia T. Elias
CITIZENS SECURITIES | Financial Consultant
Medfield, MA 02052
Some features on this profile are disabled
CRD#: 6202984
Professional summary
Samia Tony Elias, who also goes by Samia Tony Nassif Ms., Samia Tony Nassif, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Medfield, Massachusetts.
Samia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Samia has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Samia strives to help clients create personalized financial strategies for retirement, investment, tax management, college savings, risk management and estate planning. She first aims to fully understand her client's goals and motivations. She strives to help all of her clients achieve financial security and comfort by truly making an impact in their financial life. Samia is a graduate from Boston University and has been in the industry for 6 years now.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samia Tony Nassif Ms. | Samia Tony Nassif
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.
CRS (Client Relationship Summary) - RIA
Click below to view Samia Tony Elias's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Samia Tony Elias's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Boston University
Bachelor of Business Administration - Finance & Marketing
2016
Experience
Current
September 29, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 541 Main Street, Medfield, MA 02052Office #2: 720 South Main Street, Sharon, MA 02067Office #3: 377 Chauncy Street, Mansfield, MA 02048Office #4: 565 Main Street Ma-410, Walpole, MA 02081RIA
BD
CRD#: 39550
Medfield, MA
Current
September 28, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 541 Main Street, Medfield, MA 02052Office #2: 720 South Main Street, Sharon, MA 02067Office #3: 377 Chauncy Street, Mansfield, MA 02048Office #4: 565 Main Street Ma-410, Walpole, MA 02081RIA
BD
CRD#: 39550
Medfield, MA
Past
July 21, 2020 - July 28, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CAMBRIDGE, MA
Past
July 6, 2020 - July 28, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
CAMBRIDGE, MA
Past
May 8, 2017 - May 19, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
BOSTON, MA
Past
May 8, 2017 - May 19, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Boston, MA
Past
January 13, 2017 - May 19, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/23/2023)
IAR
Florida(10/23/2023)
RR
Massachusetts(11/13/2023)
RR
New Hampshire(11/16/2023)
IAR
New Hampshire(11/16/2023)
RR
Rhode Island(9/29/2023)
IAR
Rhode Island(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53,044 |
| AUM (Assets Under Management) | $ 9,188,004,183 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 6 |
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.
Financial ConsultantCRD#: 39550Medfield, MA 02052TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
