Caitlin Marie Zinno
Investment adviser representative at Citizens Securities, Inc.
18 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Caitlin Marie Zinno? Claim your profile
Contact this firm
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
18 years in the industry.
- Citizens Securities, Inc.Mar 2024 to now
- Citizens Bank, N/aMar 2024 to now
- Raymond James & Associates, Inc.May 2023 to Mar 2024
- Citizens Bank, N/aOct 2022 to Apr 2023
- Citizens Securities, IncNov 2021 to Apr 2023
- Citizens Bank, N.ANov 2021 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Nov 2021
- UnemployedMar 2020 to Aug 2020
- Numark IncNov 2018 to Mar 2020
- Secret Beauty SpaAug 2017 to Nov 2018
- UnemployedMar 2017 to Aug 2017
- Louanne Zinno, Adhd CoachJan 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7283383
- Firm CRD
- 39550