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Paul William Bernardi

Citizens Securities, Inc.

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About Paul William Bernardi

Paul Bernardi is an investment advisor representative at Citizens Securities, Inc. Paul has been in the industry since 1990 and has experience with individuals, high-net-worth individuals, and corporations or other businesses. Paul is also a Registered Representative. Paul has been registered with Citizens Securities, Inc. since 2004. Prior to that, Paul worked at UBS Financial Services Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and Fechtor, Detwiler & Co., Inc. Paul holds FINRA Series 7, Series 24, Series 63, and Series 65 licenses and specializes in Portfolio Management for Individuals, Selection of Other Advisers, and Financial Planning.

Firm Information

Paul Bernardi 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 Bernardi’s Registration & Firm History

MA

12/17/2021 - Present

Citizens Securities, Inc. (WINTHROP MA)

NJ

11/10/2000 - 10/13/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

07/31/1993 - 11/17/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

10/11/1991 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MA

01/03/1990 - 09/30/1991

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

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Paul William Bernardi. Review regulatory record here.
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