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Paul Gerard Cuomo

Citizens Securities, Inc.

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About Paul Gerard Cuomo

Paul Gerard Cuomo is a registered investment advisor representative with Citizens Securities, Inc. located in ALBANY, NY. Paul Gerard Cuomo has been in the securities industry since 1988. Paul Gerard Cuomo has passed the Series 7, Series 24, Series 63, and Series 65 exams. Paul Gerard Cuomo has a history of working with clients including corporations or other businesses, individuals other than high net worth individuals, and high net worth individuals. Paul Gerard Cuomo's firm, Citizens Securities, Inc., provides a wide range of financial planning and investment management services, including portfolio management for individuals and selection of other advisors.

Firm Information

Paul Cuomo 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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Paul Cuomo’s Registration & Firm History

NY

09/30/2019 - Present

Citizens Securities, Inc. (ALBANY NY)

MA

02/14/2013 - 02/23/2017

PARK AVENUE SECURITIES LLC (NEEDHAM MA)

MA

01/19/2010 - 08/08/2012

CANTELLA & CO., INC. (SOUTH WEYMOUTH MA)

NY

12/08/2009 - 01/13/2010

BISHOP, ROSEN & CO., INC. (NEW YORK NY)

MA

06/22/2009 - 12/07/2009

GIRARD SECURITIES, INC. (SOUTH WEYMOUTH MA)

MA

05/03/2007 - 06/10/2009

DETWILER FENTON & CO. (BOSTON MA)

MA

10/21/2002 - 05/01/2007

FIRST DUNBAR SECURITIES CORPORATION (BOSTON MA)

MA

08/06/1996 - 10/21/2002

LEERINK SWANN & COMPANY (BOSTON MA)

NY

11/05/1992 - 08/08/1996

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

MA

03/23/1988 - 11/06/1992

FECHTOR, DETWILER & CO., INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 02/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Paul Gerard Cuomo. Review regulatory record here.
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