Dennis Joseph Rosadio
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
8 statesRegistered 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
14 years in the industry.
- Citizens Securities, Inc.Jun 2021 to now
- UnemployedJun 2020 to Jun 2021
- Commonwealth Financial NetworkOct 2019 to Jun 2020
- Legacy Planning Partners, LLCJul 2018 to Sep 2019
- Minnesota Life Insurance CompanyJul 2018 to Sep 2019
- Seurian Financial Services IncJul 2018 to Sep 2019
- UnemployedDec 2016 to Jun 2018
- Pruco Securities LLCSep 2012 to Dec 2016
- The Prudential Insurance Company of AmericaSep 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 8 states (CO, DE, FL, NC, NJ, NY, PA, 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
- 4193670
- Firm CRD
- 39550