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Kevin Lee Martin

CITIZENS SECURITIES, INC.·DEDHAM, Massachusetts
SIE, Series 7, Series 9, Series 24, Series 27Clean recordCITIZENS SECURITIES, INC.
770 LEGACY PLACE, DEDHAM, MA 02026CRD# 2742022Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Lee Martin · DEDHAM, MA
Registration
CRD #2742022 · CITIZENS SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 24
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
CRD 39550 · SEC 801-61902
AUM
$7.3B
Regulatory assets under management
Employees
613
47,222 client accounts
Services offered by CITIZENS SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CITIZENS SECURITIES, INC. →
Introduction

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Frequently Asked Questions

What services does Kevin Lee Martin offer?
Kevin Lee Martin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Kevin Lee Martin's credentials?
Kevin Lee Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lee Martin located?
Kevin Lee Martin is based in DEDHAM, Massachusetts, working with CITIZENS SECURITIES, INC.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Kevin Lee Martin charge for services?
Kevin Lee Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITIZENS SECURITIES, INC.?
CITIZENS SECURITIES, INC. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CITIZENS SECURITIES, INC.

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Dawn Autin Dupre
DEDHAM, MA
Jason Cleveland Bugg
DEDHAM, MA
Mark David Pinocci
DEDHAM, MA
Michael Cherny
JOHNSTON, RI
Kevin John Carvalho
JOHNSTON, RI

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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