Theodore Rampini
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
13 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
12 years in the industry.
- Citizens Securities, Inc.Jan 2021 to now
- Citizens Bank, N.AJan 2021 to Oct 2023
- Santander Securities, LLCMar 2017 to Dec 2020
- Santander Bank, NAJan 2017 to Dec 2020
- South Eastern FreightlinesNov 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 13 states (CA, CT, FL, IL, IN, NH, NJ, NY, OH, RI, SC, TX, VA).
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
- 5613903
- Firm CRD
- 39550