Robert Keith Pinelli
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Citizens Securities, Inc.Aug 2024 to now
- Bank Rhode IslandOct 2023 to Aug 2024
- Citizens Bank, N/aOct 2022 to May 2023
- Citizens Securities, IncMar 2022 to Oct 2023
- Citizens Bank, N.AMar 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (RI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4003164
- Firm CRD
- 39550