DWV Advisors
20yrs
Top advisor by experience in Essex Junction
4yrs
Christopher Mingone
Financial advisor at Citizens Securities
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office84 Pearl Street Ms: Vta522, Essex Junction, VT 05452
How the firm is paid ?Percent of assets
States licensed ?2 states
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.
Uniform Combined State Law Examination
Career
- May 2025 – nowCitizens Securities, Inc.Current firm
- 2023 – 2025Equitable Advisors, LLCPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call Citizens Securities at 1-800-942-8300 and ask for Christopher Mingone. Christopher works from the Essex Junction, VT office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2023, about 4 years. 4 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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