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Anthony Michael Coiro

Citizens Securities, Inc.

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About Anthony Michael Coiro

Anthony Michael Coiro is a registered investment advisor with Citizens Securities, Inc. Anthony has been in the industry since 2012. He is currently registered with the state of New Jersey for both securities and investment advisory activities. Anthony holds a Series 7, Series 63, Series 65, SIE, and Series 99TO. He has previous employment experience with First Republic Securities Company, LLC and Newedge USA, LLC.

Firm Information

Anthony Coiro 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 Coiro’s Registration & Firm History

NJ

09/28/2023 - Present

Citizens Securities, Inc. (DENVILLE NJ)

NY

10/22/2013 - 09/06/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)

NY

11/20/2012 - 10/21/2013

NEWEDGE USA, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Michael Coiro.
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