MK
Marc A. Kurzberg
CITIZENS SECURITIES
BRAINTREE, MA 02184
Some features on this profile are disabled
CRD#: 6649634
MK
Marc A KurzbergCITIZENS SECURITIES
Professional summary
Marc A Kurzberg, who also goes by Marc Adam Kurzberg, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Braintree, Massachusetts.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Marc has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Marc Adam Kurzberg
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.
I*: 1065266Entity Type: Public Schools Name of OBA: Braintree Public Schools Address: Braintree, MA Investment Related: No Position, Title, Association: Varsity Wrestling Coach Start Date:11/28/2022No Hours: 10 hours a week during after work hours in Dec, Jan, and Feb No Hours during trading:0Duties: Teach kids the sport of wrestling I*2445347, Entity Type: , Name of OBA: Braintree School Committee, Address: Braintree, Massachusetts, 02184, Investment Related: N, Position, Title, Association: School Board, Employee State Date: 06/02/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: This would be an elected position. I would have to win my race first. I would be working to maintain and enrich the Braintree School system. I would not be handling money/finances and this position does not receive compensation. The Kurzberg Irrevocable Income Only Trust Fund- Act as trustee to family's Trust. date of initial involvement 9/27/2021.
CRS (Client Relationship Summary) - RIA
Click below to view Marc A Kurzberg's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Marc A Kurzberg'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®
NoneExperience
Current
June 29, 2026 - Present
CITIZENS SECURITIES, INC.
Office #1: 310 Grove Street, Braintree, MA 02184Office #2: 11 Fearing Road Ms: Ma-626, Hingham, MA 02043Office #3: 700 Middle Street, East Weymouth, MA 02188RIA
BD
CRD#: 39550
BRAINTREE, MA
Current
June 29, 2026 - Present
CITIZENS SECURITIES, INC.
Office #1: 310 Grove Street, Braintree, MA 02184Office #2: 11 Fearing Road Ms: Ma-626, Hingham, MA 02043Office #3: 700 Middle Street, East Weymouth, MA 02188RIA
BD
CRD#: 39550
BRAINTREE, MA
Past
April 11, 2025 - July 10, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BRAINTREE, MA
Past
March 3, 2025 - July 10, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BRAINTREE, 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(6/29/2026)
IAR
Florida(6/30/2026)
RR
Massachusetts(6/29/2026)
RR
Rhode Island(6/29/2026)
IAR
Rhode Island(6/29/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 3/3/2025
General Securities Representative ExaminationGeneral 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)
Loading...
Contact information
Main Address
One Citizens Bank Way Jcb135, Johnston, RI 02919
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
471
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 60,545 |
| AUM (Assets Under Management) | $ 12,868,719,975 |
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.
CRD#: 39550Braintree, MA 02184TRUST BUT VERIFY
Monitor Marc Kurzberg
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
