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Antonio Lisi

Citizens Securities, Inc.

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About Antonio Lisi

Antonio Lisi is a financial advisor with Citizens Securities, Inc., located in Albany, NY. Antonio has been in the industry since 2001. Antonio holds the Series 7, Series 63 and Series 65 licenses and is registered in New Hampshire and Massachusetts. Antonio is a Certified Financial Planner. Antonio's previous experience includes working with VOYA FINANCIAL ADVISORS, INC., Boston Merchant Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and more.

Firm Information

Antonio Lisi 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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Antonio Lisi’s Registration & Firm History

NY

09/09/2022 - Present

Citizens Securities, Inc. (ALBANY NY)

MA

08/20/2012 - 08/29/2017

VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)

MA

12/02/2010 - 02/28/2011

BOSTON MERCHANT FINANCIAL SERVICES, INC. (BOSTON MA)

NJ

05/19/2010 - 09/14/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

MA

01/06/2010 - 01/28/2010

SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)

RI

09/23/2008 - 03/20/2009

AMERITAS INVESTMENT CORP. (PROVIDENCE RI)

TX

12/11/2007 - 08/21/2008

SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)

MA

08/22/2007 - 12/11/2007

SII INVESTMENTS, INC. (MILFORD MA)

CA

02/22/2005 - 03/31/2006

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

MA

09/26/2000 - 12/03/2004

ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)

IN

08/05/1998 - 10/18/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

IN

04/14/1997 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

IN

07/18/1996 - 04/14/1997

CONSECO EQUITY SALES, INC. (CARMEL IN)

NY

06/15/1994 - 09/21/1994

D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)

NY

02/11/1993 - 06/17/1994

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

12/15/1992 - 01/22/1993

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonio Lisi.
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