Strategic Advisers
34yrs
Top advisor by experience in Chestnut Hill
9yrs
Sofia Levina
Financial advisor at Citizens Securities
Sofia Levina has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Chestnut Hill, Massachusetts. Sofia has been with Citizens Securities since 2021. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 23 advisors with offices in Chestnut Hill, and one of 22 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 57% of advisors in Chestnut Hill
Office1330 Boylston Street Ms: Ma-667, Chestnut Hill, MA 02467
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCitizens Securities, Inc.Current firm
Contact Sofia
Local office(617) 738-1600Ask for Sofia. (800) 942-8300Main office · Johnston, RI 1330 Boylston Street Ms: Ma-667Chestnut Hill, MA 02467Office · Get directions Facebook pageCitizens Securities
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Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sofia
How do I contact Sofia?
Call Sofia’s local office at (617) 738-1600 or the Citizens Securities main office at (800) 942-8300, and ask for Sofia Levina.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2017, about 9 years. More experience than 57% of advisors in Chestnut Hill.
What licenses does Sofia hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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