Robert Munoz (CRD# 6405087) is an Investment Advisor Representative working at Citizens Securities, Inc. in New London, CT and has over 8 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Groton, CT | Jan 2022 - Current | 2 |
| Citizens Securities, Inc. | Johnston, RI | Nov 2021 - Jan 2022 | < 1 |
| Citizens Securities Inc. | Westwood, MA | Dec 2020 - Nov 2021 | < 1 |
| Citizens Bank | Johnston, RI | Dec 2020 - Nov 2021 | < 1 |
| Citizens Securities Inc. | Cranston, RI | Feb 2018 - Dec 2020 | 2 |
| Citizens Bank | Cranston, RI | Feb 2018 - Dec 2020 | 2 |
| Citizens Securities Inc. | Cranston, RI | Sep 2014 - Feb 2018 | 3 |
| Citizens Bank | Cranston, RI | Jul 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CT
- FL
- NY
- RI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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