Ameriprise Financial Services
45yrs
Top advisor by experience in Westborough
8yrs
Christopher Smith
Financial advisor at Citizens Securities
Based in Westborough, Massachusetts, Christopher Smith is a fiduciary financial advisor with 8 years of industry experience. Christopher joined Citizens Securities in 2025, after less than a year at Strategic Advisers and two years at Fidelity Personal and Workplace Advisors. Christopher holds the CFP® designation.
One of 189 advisors with offices in Westborough, and one of 172 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office32 Lyman Street, Westborough, MA 01581
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.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowCitizens Securities, Inc.Current firm
- Mar 2025 – Jun 2025Strategic Advisers LLCPreviously
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2022Citizens Securities, Inc.Previously
- Mar 2019 – Jun 2019Finivi Inc.Previously
- Oct 2018 – Mar 2019MerrillPreviously
Contact Christopher
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Christopher. 32 Lyman StreetWestborough, MA 01581Office · Get directions Facebook pageCitizens Securities
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Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Citizens Securities at (800) 942-8300 and ask for Christopher Smith. Christopher works from the Westborough, MA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Christopher 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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