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Caitlin Marie Zinno

Citizens Securities, Inc.

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About Caitlin Marie Zinno

Caitlin Zinno is an active investment advisor representative in the state of Rhode Island. Caitlin has been in the industry since March 5, 2021, and has worked for Raymond James & Associates, Inc., Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Caitlin is currently registered with Citizens Securities, Inc., where she has been working since March 5, 2024. Caitlin offers a range of financial services, including financial planning and portfolio management for individuals.

Firm Information

Caitlin Zinno 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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Caitlin Zinno’s Registration & Firm History

NY

03/05/2024 - Present

Citizens Securities, Inc. (ALBANY NY)

RI

05/02/2023 - 03/05/2024

RAYMOND JAMES & ASSOCIATES, INC. (Providence RI)

RI

11/18/2021 - 05/02/2023

CITIZENS SECURITIES, INC. (JOHNSTON RI)

RI

03/05/2021 - 11/16/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

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Licenses & Designations

BOTH

Issued 05/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlin Marie Zinno.
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