Brett Hosney, financial advisor Woonsocket RI
93 score

Brett Hosney

CRD Number: 5290925
Current Firm: Citizens Securities, Inc.

Brett Hosney (CRD# 5290925) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woonsocket, RI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Woonsocket, RI Aug 2017 - Current < 1
Voya Financial Braintree, MA Sep 2014 - Aug 2017 2
Voya Financial Advisors Braintree, MA Sep 2014 - Aug 2017 2
Ing Braintree, MA Nov 2011 - Sep 2014 2
Ing Financial Partners Braintree, MA Nov 2011 - Sep 2014 2
Unemployed Cumberland, RI Jul 2011 - Oct 2011 < 1
Wells Fargo Advisors, LLC Providence, RI May 2007 - Jun 2011 4
The Finish Line, Inc. Attleboro, MA Apr 2003 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Brett M. Hosney
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • WA
  • RI
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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