Nuno
Dos Santos

Citizens Securities, Inc

CRD#4463003
Investment Advisor
in Johnston, RI

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About this Advisor

Nuno Dos Santos is a financial advisor operating out of Johnston, Rhode Island with a total of 4 years of industry experience. Dos Santos is an employee of Citizens Securities, Inc. Throughout their career, they have worked at Santander Securities, LLC, Santander Bank, Citibank, Citizens Bank and Citizens Securities Inc. Dos Santos has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Citizens Securities, Inc is an advisory business based out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 people on staff. It has $7 billion in total assets between its 47,802 client accounts, making it one of the largest firms in the nation by assets under management. Citizens Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Nuno Dos Santos Work History

Nuno has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Citizens Bank

2019 - Present (5 years)

Citizens Securities Inc

2018 - 2019 (1 year)

Citibank

2016 - 2017 (1 year)

Santander Securities, LLC

2012 - 2018 (6 years)

Santander Bank

*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 Nuno Dos Santos 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

Jody Mccoy
Westwood, MA
Roberto Rizza
Utica, MI
Joshua Bell
Monroeville, PA
Eliza Siradze
Johnston, RI
Stephen Wilson
Westerly, RI
Timothy Gordon
Schenectady, NY
David Hudson
Westwood, MA
Andrew Booth
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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