Stuart LatessaCRD Number: 3154985
Current Firm: Citizens Securities, Inc.
Stuart Latessa (CRD# 3154985) is an Investment Advisor Representative working at Citizens Securities, Inc. in Richmond, RI and has over 18 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
|Cco Investment Services Corp||E. Greenwich, RI||Jan 2011 - Current||6|
|Lpl Financial Corporation||Providence, RI||May 2008 - Jan 2011||2|
|Sovereign Bank||Providence, RI||Jul 2007 - Jan 2011||3|
|Ifmg Securities, Inc.||Middleboro, MA||Jan 2007 - Jul 2007||< 1|
|Eastern Bank||Middleboro, MA||Jan 2007 - Jun 2007||< 1|
|Unemployed||Rehoboth, MA||Nov 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV