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Anthony D Dinovella

Citizens Securities, Inc.

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About Anthony D Dinovella

Anthony Dinovella is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Citizens Securities, Inc. and Clarfeld and holds a Series 7, Series 10, Series 9, Series 24, Series 63 and Series 65 licenses. Anthony has a strong track record of providing financial planning, portfolio management and selection of other advisors services to individuals, corporations and other businesses.

Firm Information

Anthony Dinovella 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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Anthony Dinovella’s Registration & Firm History

RI

09/01/2022 - Present

Citizens Securities, Inc. (NEWPORT RI)

RI

10/03/2017 - 10/21/2021

CHARLES SCHWAB & CO., INC. (Providence RI)

RI

03/11/2010 - 09/26/2017

TD AMERITRADE, INC. (PROVIDENCE RI)

MA

05/27/2008 - 03/10/2010

LPL FINANCIAL CORPORATION (STERLING MA)

MA

06/13/2005 - 05/27/2008

IFMG SECURITIES, INC. (NEW BEDFORD MA)

MA

10/20/2004 - 06/02/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

07/12/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

MN

12/05/1996 - 07/09/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/05/1996 - 07/09/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/30/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/16/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony D Dinovella.
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