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Robert S Lonardo

Citizens Securities, Inc.

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About Robert S Lonardo

Robert S. Lonardo is a financial professional with over 15 years of experience in the industry. Robert has a proven track record of success in helping clients reach their financial goals. Robert is currently registered with Citizens Securities, Inc. and holds licenses in both Broker-Dealer and Investment Advisor capacities. Robert is also registered in 52 states and is a Series 7, Series 63, Series 65, and SIE licensed professional. Robert has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Robert provides a range of services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Robert Lonardo 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 Lonardo’s Registration & Firm History

RI

03/23/2015 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

03/07/2012 - 08/12/2013

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

CA

08/13/2008 - 03/25/2010

NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)

RI

09/27/2006 - 07/11/2007

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

10/20/2004 - 03/17/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

02/03/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

10/30/2002 - 02/04/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

05/17/2002 - 06/19/2002

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 01/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert S Lonardo.
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