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Robert Keith Pinelli

Citizens Securities, Inc.

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About Robert Keith Pinelli

Robert Pinelli is an investment advisor representative with Citizens Securities, Inc., headquartered in Johnston, RI. Robert has been in the securities industry since November 13, 2002, with prior experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Fidelity Brokerage Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert offers a wide range of investment services, including financial planning, portfolio management for individuals, and selection of other advisors. Robert is registered in Rhode Island and has a variety of certifications, including Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Robert is also a Notary Public.

Firm Information

Robert Pinelli 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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Robert Pinelli’s Registration & Firm History

RI

08/28/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

03/11/2022 - 10/16/2023

CITIZENS SECURITIES, INC. (JOHNSTON RI)

RI

10/23/2009 - 03/02/2022

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

RI

02/26/2008 - 10/23/2009

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

RI

09/28/2001 - 06/05/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

02/23/2000 - 08/17/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/23/2000 - 08/17/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/12/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Keith Pinelli.
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