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Jay Alfred Menesale

Citizens Securities, Inc.

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About Jay Alfred Menesale

Jay Alfred Menesale is an active investment advisor with experience in the industry since 2003. Jay is currently registered with Citizens Securities, Inc., located in JOHNSTON, RI. Jay is also a registered principal with the firm. Previously, Jay has worked with several firms including MMC Securities Corp., and Fidelity Investments Institutional Services Company, Inc. Jay is also a licensed investment advisor in the state of Massachusetts and a registered representative in Rhode Island. Jay has experience in multiple areas of financial advising including financial planning and portfolio management.

Firm Information

Jay Menesale 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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Jay Menesale’s Registration & Firm History

RI

02/21/2023 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

12/08/2012 - 03/28/2017

CITIZENS SECURITIES, INC. (CANTON MA)

NY

12/21/2009 - 01/26/2011

MMC SECURITIES CORP. (NEW YORK NY)

RI

01/27/1995 - 12/09/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 06/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/20/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/11/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2013

Series 52 - Municipal Securities Representative Examination

BC

Issued 03/26/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/26/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jay Alfred Menesale. Review regulatory record here.
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