David Visini
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Citizens Securities, Inc.Aug 2023 to now
- Citizens Bank, N/aAug 2023 to Jan 2026
- J.P. Morgan Securities LLCNov 2022 to Aug 2023
- JPMorgan Chase Bank, N.A.Nov 2022 to Aug 2023
- Brookline BankSep 2022 to Oct 2022
- CoinbaseFeb 2022 to Jun 2022
- Refine Dance StudioJul 2020 to Aug 2023
- The Dance Inn, Inc.Jan 2020 to Oct 2020
- Greater Boston Stage CompanyJan 2020 to Mar 2020
- Santander BankSep 2019 to Mar 2022
- Jewish Community Centers of Greater BostonAug 2019 to Aug 2019
- Tapestry, Inc.Feb 2019 to Aug 2019
- Top Shelf StaffingSep 2016 to Mar 2019
- Entertainment Live Events LLCMay 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
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
- 7660832
- Firm CRD
- 39550