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Joseph Patrick Mylotte

Citizens Securities, Inc.

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About Joseph Patrick Mylotte

Joseph Mylotte is a financial advisor with Citizens Securities, Inc. who has been active in the financial industry since 1989. Joseph has a wide range of experience, having worked with several firms in the past, and holds various licenses and certifications. Joseph is registered with the following regulators: FINRA, the State of Delaware, the State of New Jersey and the State of Pennsylvania. The advisor is a registered investment advisor (RIA) representative.

Firm Information

Joseph Mylotte 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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Joseph Mylotte’s Registration & Firm History

PA

09/28/2022 - Present

Citizens Securities, Inc. (PAOLI PA)

NJ

06/12/2017 - 08/31/2022

LINCOLN INVESTMENT (Iselin NJ)

GA

03/27/2017 - 07/24/2017

MERCAP SECURITIES, LLC (ATLANTA GA)

PA

06/01/2010 - 10/27/2016

CUSO FINANCIAL SERVICES, L.P. (PAOLI PA)

GA

03/01/2010 - 06/24/2010

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

PA

03/30/2009 - 12/31/2009

CADARET, GRANT & CO., INC. (NEWTOWN SQUARE PA)

SC

01/13/2009 - 02/09/2009

LPL FINANCIAL CORPORATION (FORT MILL SC)

PA

12/19/2001 - 01/07/2009

LPL FINANCIAL CORPORATION (MEDIA PA)

NY

05/20/1994 - 10/29/2001

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

MO

05/13/1994 - 06/20/1994

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

PA

09/28/1992 - 05/10/1994

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

CT

12/20/1988 - 09/18/1992

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Patrick Mylotte.
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