T. Rowe Price Advisory Services
37yrs
Top advisor by experience in Charlestown
4yrs
Thiago Ribeiro
Financial advisor at Citizens Securities
Thiago Ribeiro has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Charlestown, Massachusetts. After a year at Merrill, Thiago joined Citizens Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Citizens Securities reports being paid through a percentage of assets.
One of 32 advisors with offices in Charlestown, and one of 30 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1 Austin Street Ms: Ma715, Charlestown, MA 02129
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCitizens Securities, Inc.Current firm
- May 2022 – Nov 2023MerrillPreviously
Contact Thiago
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Thiago. 1 Austin Street Ms: Ma715Charlestown, MA 02129Office · Get directions Facebook pageCitizens Securities
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thiago
Tailored to Thiago’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 Thiago
How do I contact Thiago?
Call Citizens Securities at (800) 942-8300 and ask for Thiago Ribeiro. Thiago works from the Charlestown, MA office.
How long has Thiago been a financial advisor?
Thiago has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Thiago hold?
Series 66. Tap any license on this page to see what it allows.
Is Thiago a fiduciary?
Thiago is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thiago paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Thiago 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.
Other advisors nearby
Belmont Financial
36yrs
Top 6% by experience in Charlestown
Onboard Financial Management
30yrs
Top 9% by experience in Charlestown
Alden Investment Group
29yrs
Top 12% by experience in Charlestown
Valmark Advisers
26yrs
Top 16% by experience in Charlestown
Ameriprise Financial Services
24yrs
Top 19% by experience in Charlestown