Brett
Hosney

Citizens Securities, Inc

CRD#5290925
Investment Advisor
in Johnston, RI

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About this Advisor

Brett Hosney is a financial advisor operating in Johnston, Rhode Island, who has 6 years of relevant experience. Hosney works at Citizens Securities, Inc. The advisor has gained experience at Ing, Ing Financial Partners, Voya Financial, Voya Financial Advisors and Citizens Securities, Inc. Hosney maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, Florida, New Hampshire, New York, Rhode Island and South Carolina. Citizens Securities, Inc is a business that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 people on staff. It administers $7 billion in assets between its 47,802 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Citizens Securities, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

1 Citizens Bank Way
Johnston, RI 02919

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

RI Average: 18
Total Number of Accounts

47,802

RI Average: 609
Average Account Size

$145,605

RI Average: $4,619,448

Investment Advisory Services

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

Brett Hosney Work History

Brett has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Citizens Securities, Inc

2014 - 2017 (3 years)

Voya Financial

2014 - 2017 (3 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing

2011 - 2014 (3 years)

Ing Financial Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Hosney 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

Justin Binion
Monroeville, PA
Stephen Wilson
Westerly, RI
Joshua Bell
Monroeville, PA
Donna Failla
Hudson, NH
Eliza Siradze
Johnston, RI
Jody Mccoy
Westwood, MA
Andrew Booth
Fort Washington, PA
Edward Kamradt
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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