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Albert Warner Fenical

Citizens Securities, Inc.

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About Albert Warner Fenical

Albert Warner Fenical is a financial advisor with over 15 years of experience in the industry. Albert is currently registered with Citizens Securities, Inc. and has a Series 6, Series 63, and SIE licenses. Previously, Albert has held positions at CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, NYLIFE SECURITIES LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Albert's experience includes working with a range of clients, including individuals, corporations, and high-net-worth individuals.

Firm Information

Albert Fenical is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Albert Fenical’s Registration & Firm History

NY

10/04/2023 - Present

Citizens Securities, Inc. (VAILS GATE NY)

NJ

03/12/2018 - 12/21/2022

CETERA INVESTMENT SERVICES LLC (WYCKOFF NJ)

NY

03/21/2013 - 03/16/2018

LPL FINANCIAL LLC (ELLENVILLE NY)

NY

11/06/2012 - 03/26/2013

NYLIFE SECURITIES LLC (NEW WINDSOR NY)

NY

02/19/2007 - 08/17/2012

METLIFE SECURITIES INC. (MIDDLETOWN NY)

NY

02/19/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Albert Warner Fenical.
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