Matthew Christopher Iannotti
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens Securities, Inc.Sep 2026 to now
- Bank of America, N.A.Aug 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Aug 2021
- University of DelawareJul 2019 to May 2023
- North American Moving ServicesMay 2019 to Aug 2019
- Town of Johnston RecreationMay 2019 to Aug 2019
- La Salle AcademyJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7583878
- Firm CRD
- 39550