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Dennis Joseph Rosadio

Citizens Securities, Inc.

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About Dennis Joseph Rosadio

Dennis Rosadio is an investment advisor representative for Citizens Securities, Inc. Dennis has been in the securities industry since October 1, 2003. Dennis holds the Series 63, Series 65, and Series 7 licenses, and the Series 26. Dennis has been registered with Citizens Securities, Inc. since June 2021. Dennis has previously worked for Commonwealth Financial Network, Securian Financial Services, Inc., PRUCO Securities, LLC., Citigroup Global Markets Inc., Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, and GBI Capital Partners Inc. Dennis specializes in working with high-net-worth individuals and corporations. Dennis can provide financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Dennis Rosadio 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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Dennis Rosadio’s Registration & Firm History

PA

08/20/2024 - Present

Citizens Securities, Inc. (SOUDERTON PA)

PA

10/01/2019 - 06/22/2020

COMMONWEALTH FINANCIAL NETWORK (Allentown PA)

PA

07/11/2018 - 10/07/2019

SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)

PA

09/24/2012 - 12/19/2016

PRUCO SECURITIES, LLC. (SCRANTON PA)

NY

07/01/2011 - 09/17/2012

CITIGROUP GLOBAL MARKETS INC. (WHITESTONE NY)

NY

05/30/2008 - 06/21/2011

CHASE INVESTMENT SERVICES CORP. (OAKLAND GARDENS NY)

MA

05/10/2001 - 02/21/2008

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/10/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

11/24/2000 - 05/04/2001

GBI CAPITAL PARTNERS INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 09/11/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dennis Joseph Rosadio. Review regulatory record here.
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