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Mackenzie J Borroni

Citizens Securities, Inc.

Johnston, RI

Berkley, MA

CRD 6984874

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2020-11-21
  • RI RA
    APPROVED
    Since 2020-11-21

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Berkley, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gym Hutt Gymnastics Lakeville MA 09/2012 05/2018
Citizens Bank Randolph MA 06/2018 09/2020
Citizens Securities, Inc Randolph MA 07/2018 09/2020
Citizens Bank Johnston RI 09/2020 06/2021
Citizens Securities, Inc Canton MA 09/2020 06/2021
Citizens Securities Inc. Johnston RI 06/2021 06/2022
Citizens Bank, N.A Westwood MA 06/2021 Present
Citizens Securities, Inc. Berkley MA 06/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-21
S63 Uniform Securities Agent State Law Examination 2018-09-24
  • S65 Uniform Investment Adviser Law Examination
    2020-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-09-24

View on SEC IAPD

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