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Danny M Benedetti

Citizens Securities, Inc.

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About Danny M Benedetti

Danny Benedetti is a financial advisor with Citizens Securities, Inc. Danny has been in the financial services industry since December 20, 1999. Danny has worked with several firms before joining Citizens Securities, Inc. such as CUSO FINANCIAL SERVICES, L.P., SORRENTO PACIFIC FINANCIAL, LLC, CADARET, GRANT & CO., INC., NEXT FINANCIAL GROUP, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. Danny is registered with the state of Rhode Island as an investment advisor representative.

Firm Information

Danny Benedetti 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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Danny Benedetti’s Registration & Firm History

RI

10/03/2023 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

07/20/2023 - 09/21/2023

CUSO FINANCIAL SERVICES, L.P. (Greenville RI)

CA

07/20/2023 - 09/21/2023

SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)

NY

07/10/2023 - 09/21/2023

CADARET, GRANT & CO., INC. (SYRACUSE NY)

TX

07/10/2023 - 09/21/2023

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

MA

06/03/2015 - 07/13/2023

CITIZENS SECURITIES, INC. (WESTWOOD MA)

RI

12/13/2013 - 06/03/2015

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

MA

05/01/2010 - 09/17/2012

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

04/17/2007 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

RI

02/04/2005 - 04/18/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

MA

02/17/1998 - 07/08/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danny M Benedetti.
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