Advisor at Citizens Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citizens Securities, Inc.
Location
Hudson, NH 03051
Credentials
Series 63, Series 66
Industry experience
5 years
Kelly Carpenter is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes multiple roles at Citizens Securities and Citizens Bank. Outside of his advisory work, he manages administrative responsibilities for Twisted Hardscapes, an LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
71 Lowell Road, Ms: Nh475
Hudson, NH 03051
Connecticut · Florida · Georgia · Kentucky · Maine · Michigan · New Hampshire · Ohio · Pennsylvania · South Carolina · Vermont · Virginia
Citizens Securities, Inc.
2025 - Present (1 year)
BBA Bookkeeping
2023 - 2025 (2 years)
Citizens Securities, Inc.
2021 - 2023 (2 years)
Citizens Bank
2018 - 2021 (3 years)
Citizens Securities, Inc.
2018 - 2020 (2 years)
Citizens bank
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Chelmsford, MA
Value Financial Services Corp.
Series 63, Series 65
Tewksbury, MA
Capital Wealth Management
Series 65
Nashua, NH
Nashua Capital Management LLC
CFP®, Series 65
Tyngsboro, MA
Hawthorne Wellman Financial Planning, LLC
ChFC®, Series 63
Nashua, NH
Family Investment Advisory, LLC
Series 65
Derry, NH
Mead Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")