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Kevin Rodrigues Depina

Citizens Securities, Inc.

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About Kevin Rodrigues Depina

Kevin Rodrigues Depina is a registered representative with Citizens Securities, Inc. Kevin has been in the financial industry since 2004. Kevin holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Before joining Citizens Securities, Inc. Kevin was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2010. Prior to that, Kevin was a registered representative with Banc of America Investment Services, Inc. from 2005 to 2009. Kevin specializes in portfolio management for individuals and participating in wrap fee programs.

Firm Information

Kevin Depina 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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Kevin Depina’s Registration & Firm History

RI

03/28/2012 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

10/23/2009 - 10/13/2010

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

RI

04/01/2005 - 10/23/2009

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

ME

12/17/2004 - 03/16/2005

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

RI

03/15/2002 - 11/18/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Rodrigues Depina.
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