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Michael Montesanti

Citizens Securities, Inc.

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About Michael Montesanti

Michael Montesanti is a registered representative with Citizens Securities, Inc. Michael is licensed to provide securities services in Massachusetts. Michael has been in the securities industry for over 2 years and has a strong commitment to providing clients with personalized financial guidance and investment strategies. Michael holds the Series 7TO, Series 63, and SIE exams. Michael specializes in working with high-net-worth individuals and corporations.

Firm Information

Michael Montesanti 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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Michael Montesanti’s Registration & Firm History

RI

06/24/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

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Licenses & Designations

BC

Issued 07/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Montesanti.
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