Paul
Bernardi

Citizens Securities, Inc

CRD#2020579
Investment Advisor
in Winthrop, MA

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About this Advisor

Paul Bernardi is a financial advisor based in Winthrop, Massachusetts, working with Citizens Securities, Inc. Paul has previously held a position at Citizens Securities, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Hampshire, and North Carolina. Currently, Paul is part of Citizens Securities, Inc, which operates out of Winthrop, Massachusetts. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

35 Putnam Street Ms: Ma-681
Winthrop, MA 02152

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

MA Average: $2,813,243,532
Total Number of Employees

613

MA Average: 18
Total Number of Accounts

47,222

MA Average: 609
Average Account Size

$154,888

MA Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Paul Bernardi Work History

2004 - Present (21 years)

Citizens Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Bernardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

David Reynolds
Uncasville, CT
Zachary Brinkley
Clinton Township, MI
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Jeffrey Unger
Matawan, NJ
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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