LPL Financial
45yrs
Top advisor by experience in Woburn
9yrs
Dylan Souter is a fiduciary financial advisor in Woburn, Massachusetts, with 9 years in the industry. After four years at Santander Securities, Dylan joined Citizens Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Dylan holds the CFP® designation.
One of 114 advisors with offices in Woburn, and one of 100 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6 Russell Street Ms: Ma-606, Woburn, MA 01801
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCitizens Securities, Inc.Current firm
- 2019 – 2023Santander Securities LLCPreviously
Questions to ask Dylan
Tailored to Dylan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Citizens Securities at (800) 942-8300 and ask for Dylan Souter. Dylan works from the Woburn, MA office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Dylan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Dylan 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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