Christopher Heslin Adams
Investment Adviser Representative at Citizens Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Heslin Adams is an investment adviser representative in Palm Beach, FL, currently registered with Citizens Private Wealth and Citizens Securities, Inc. They have worked in the securities industry since 2019 and were previously registered with Truist Advisory Services, Inc. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust BANKJul 2019 – Dec 2023Jupiter, FL
- Suntrust Advisory Services, Inc.Aug 2019 – Dec 2023Atlanta, GA
- HSBC Private BANKSep 2009 – Jul 2019New York, NY
- Citizens Private WealthJan 2024 – no end date reportedPalm Beach, FL
- Citizens BANK, N.A.Jan 2024 – no end date reportedPalm Beach, FL
- Citizens Securities, Inc.Sep 2024 – no end date reportedPalm Beach, FL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citizens Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $2,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 772
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Johnston, RI
- SEC file number:
- 801-61902
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Citizens Securities, Inc.
Showing 12 of 772 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Heslin Adams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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