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Anthony Robert Fornatale

Citizens Securities, Inc.

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About Anthony Robert Fornatale

Anthony Fornatale is a Registered Representative with Citizens Securities, Inc. and Clarfeld. Anthony is a securities professional with experience in the financial services industry since August 2005. Anthony specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Anthony Fornatale 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 Fornatale’s Registration & Firm History

NJ

07/19/2023 - Present

Citizens Securities, Inc. (Princeton NJ)

IL

08/12/2021 - 09/16/2022

INSIGHT SECURITIES, INC. (HIGHLAND PARK IL)

NY

05/22/2020 - 04/06/2021

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

04/30/2018 - 05/13/2020

COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (New York NY)

NY

01/18/2018 - 05/02/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

NJ

07/08/2011 - 12/20/2017

TD AMERITRADE, INC. (PRINCETON NJ)

NY

06/30/2009 - 05/03/2011

HSBC SECURITIES (USA) INC. (PEARL RIVER NY)

NY

05/29/2007 - 06/22/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

02/08/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

NY

06/28/2005 - 01/31/2006

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NA

12/17/2004 - 05/19/2005

LAIDLAW & COMPANY (UK) LTD. (LONDON )

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Licenses & Designations

BOTH

Issued 01/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Robert Fornatale.
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