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Charles Calogero Locicero

Citizens Securities, Inc.

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About Charles Calogero Locicero

Charles Locicero is a registered representative of Citizens Securities, Inc. with over 20 years of experience in the financial services industry. Charles has a wide range of experience, having worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chelsea Financial Services, and Vanguard Marketing Corporation. Charles specializes in providing financial planning and portfolio management services to individuals and corporations. Charles has also been a part of a wrap fee program and selected other advisors for clients.

Firm Information

Charles Locicero 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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Charles Locicero’s Registration & Firm History

NJ

06/23/2022 - Present

Citizens Securities, Inc. (Mount Laurel NJ)

PA

09/21/2020 - 10/28/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

12/09/2019 - 08/21/2020

PRUCO SECURITIES, LLC. (Marlton NJ)

NJ

11/21/2014 - 09/03/2019

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

NY

06/14/2010 - 10/22/2014

CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)

NY

05/12/2008 - 02/26/2010

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

01/03/2007 - 04/10/2008

CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)

NY

03/21/2001 - 11/06/2006

CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)

NY

05/06/1997 - 04/23/2001

ROYAL HUTTON SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Charles Calogero Locicero. Review regulatory record here.
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