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Fabio Vozila

Citizens Securities, Inc.

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About Fabio Vozila

Fabio Vozila is a financial advisor with Citizens Securities, Inc.. Fabio has been in the financial industry since 2001 and has a strong track record of success. Fabio specializes in providing financial planning and investment advice to individuals and businesses. Fabio is also a registered representative with FINRA and holds Series 7, Series 63, Series 65, and SIE licenses.

Firm Information

Fabio Vozila 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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Fabio Vozila’s Registration & Firm History

NY

08/21/2024 - Present

Citizens Securities, Inc. (NEW YORK NY)

NY

11/15/2022 - 08/17/2024

J.P. MORGAN SECURITIES LLC (ASTORIA NY)

NY

05/05/2020 - 12/08/2022

CHARLES SCHWAB & CO., INC. (New York City NY)

NY

06/30/2016 - 04/24/2020

HSBC SECURITIES (USA) INC. (NEW YORK NY)

FL

11/12/2013 - 06/24/2016

SUNTRUST INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)

FL

10/17/2012 - 07/23/2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)

FL

07/03/2007 - 09/26/2012

HSBC SECURITIES (USA) INC. (BOCA RATON FL)

FL

06/16/2006 - 06/04/2007

AMTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)

MA

10/20/2004 - 05/12/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

03/26/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

CA

07/17/2003 - 03/31/2004

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

CA

02/22/2002 - 07/09/2003

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

MN

11/30/1999 - 01/04/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/30/1999 - 01/04/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fabio Vozila.
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