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Marina Kumi Smalanskas

Investment Adviser Representative at Citizens Securities, Inc.

Conshohocken, PACRD #2620480Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marina Kumi Smalanskas is an investment adviser representative with Citizens Securities, Inc. in Conshohocken, PA, where they have been registered since 2020. They have worked in the securities industry since 1996 and have been registered with 4 firms, including LPL Financial LLC and Invest Financial Corporation. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Pennsylvania.

Office

300 Barr Harbor Drive, Suite 450, Mailstop: Pabh10
Conshohocken, PA 19428

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
1 state or territory

Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/27/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 6/13/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/14/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/6/1995
Series 24
General Securities Principal Examination
Passed 7/26/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Citizens Securities, Inc.Current
10/19/2020 – Conshohocken, PA
LPL Financial LLC
3/18/2020 – 10/27/2020Fredericksburg, PA
LPL Financial LLC
2/14/2018 – 8/22/2019Mechanicsburg, PA
Invest Financial Corporation
10/4/2016 – 2/14/2018Mechanicsburg, PA
Santander Securities
12/4/2013 – 10/14/2016Harrisburg, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. INVEST Financial Corporation
    Oct 2016 – Feb 2018Tampa, FL
  2. Members 1st Federal Credit Union
    Sep 2016 – Aug 2019Mechanicsburg, PA
  3. LPL Financial LLC
    Feb 2018 – Aug 2019Mechanicsburg, PA
  4. First Citizens Community Bank
    Dec 2019 – Oct 2020Fredericksburg, PA
  5. LPL Finanical LLC
    Mar 2020 – Oct 2020Fredericksburg, PA
  6. unemployed
    Aug 2019 – Dec 2019Mechanicsburg, PA
  7. Citizens Investment Services
    Oct 2020 – no end date reportedConshohocken, PA

Official records & sources

Data as of August 10, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

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 profile

Other advisors at Citizens Securities, Inc.

Showing 12 of 772 in the directory

View Citizens Securities, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marina Kumi Smalanskas 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Marina Kumi Smalanskas (Citizens Securities) | AdvisorFinder