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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

TAYLOR JOSEPH MORRISON

Advisor at CITIZENS SECURITIES, INC.

LEXINGTON, MA | JOHNSTON, RI

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Search this name across graphsid dfx:ria:2bdff28a-0ca3-654d-2216-9ba93c695603

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 27, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 16, 2008
First registration: May 27, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 4661142

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Aug 7, 2023	n/a	yes	JOHNSTON, RI\|LEXINGTON, MA	Current employment
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Mar 22, 2023	Jun 30, 2025	no	Lexington, MA\|ANDOVER, MA\|TARRYTOWN, NY\|Tarrytown, NY	Previous registration
WELLESLEY ASSET MANAGEMENT, INC.	Mixed wealth	Oct 31, 2019	Mar 24, 2023	no	PORTSMOUTH, NH	Previous registration
BOSTON FINANCIAL MANAGEMENT LLC	Former SEC adviser	Sep 12, 2018	Jan 16, 2019	no	BOSTON, MA	Previous registration
SVB WEALTH	Independent wealth	Jul 20, 2015	Sep 7, 2018	no	BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 27, 2009	Nov 29, 2013	no	BOSTON, MA\|BOSTON, MA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 27, 2008	Oct 23, 2009	no	BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|CAMBRIDGE, MA\|BOSTON, MA\|BOSTON, MA\|BURLINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS PRIVATE WEALTH	CITIZENS SECURITIES, INC.	Jun 30, 2025	Aug 7, 2023	-693	Firm change after gap	Ibd to ibd
WELLESLEY ASSET MANAGEMENT, INC.	CITIZENS PRIVATE WEALTH	Mar 24, 2023	Mar 22, 2023	-2	Firm change	RIA to RIA
BOSTON FINANCIAL MANAGEMENT LLC	WELLESLEY ASSET MANAGEMENT, INC.	Jan 16, 2019	Oct 31, 2019	288	Firm change	RIA to RIA
SVB WEALTH	BOSTON FINANCIAL MANAGEMENT LLC	Sep 7, 2018	Sep 12, 2018	5	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SVB WEALTH	Nov 29, 2013	Jul 20, 2015	598	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 27, 2009	4	Bulk transfer	Other

Relationships

Registered with (7)

→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: previous registration
Mar 22, 2023 to Jun 30, 2025factForm ADV
→ WELLESLEY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 31, 2019 to Mar 24, 2023factForm ADV
→ BOSTON FINANCIAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 12, 2018 to Jan 16, 2019factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jul 20, 2015 to Sep 7, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 27, 2009 to Nov 29, 2013factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 27, 2008 to Oct 23, 2009factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
Taylor Joseph Morrison left Citizens Private Wealth for Citizens Securities, Inc. (registered 2023-08-07)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2023
Advisor changed firm
Taylor Joseph Morrison left Wellesley Asset Management, Inc. for Citizens Private Wealth (registered 2023-03-22)
Form ADVobserved 5 days ago