Christopher Antonelli
Investment adviser representative at Citizens Securities, Inc.
9 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
9 years in the industry.
- Citizens Securities, Inc.Jul 2025 to now
- Citizens BankJul 2025 to now
- Fidelity InvestmentsJul 2022 to Jul 2025
- The Preserve Sporting Club and ResidencesFeb 2022 to Jun 2022
- UnemployedOct 2021 to Feb 2022
- Santander Bank, NAJun 2019 to Sep 2021
- Santander Securities, LLCJun 2019 to Sep 2021
- Morgan StanleyMar 2017 to May 2019
- UnemployedOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6376555
- Firm CRD
- 39550