Antonio Lisi

Current Employers

Employment History

• 09/2014 → 08/2017
  Voya Financial Advisors
  Braintree, MA
• 09/2017 → 12/2019
  Financial Engines Advisors L.L.C.
  Boston, MA
• 08/2020 → 02/2022
  Self Employed
  Walpole, MA
• 03/2022 → 03/2022
  Origin Financial
  San Francisco, CA
• 01/2020 → 07/2020
  Unemployed
  Walpole, MA
• 04/2022 → 06/2022
  Sentinel Pension Advisors, Inc
  Wakefield, MA
• 09/2022 → 10/2022
  Citizens Bank, N.A
  Westwood, MA
• 09/2022 → 10/2022
  Citizens Securities, Inc
  Westwood, MA
• 10/2022 → Present
  Citizens Securities, Inc
  Westwood, MA
• 10/2022 → 11/2023
  Citizens Bank, N/A
  Westwood, MA
• 11/2023 → Present
  Citizens Bank, N.A
  Dedham, MA

Previous Registrations

• 2022-04-12 → 2022-06-10
  Sentinel Pension Advisors, Llc.
  Wakefield, MA
• 2022-04-12 → 2022-05-04
  Origin Investment Advisory Llc
  Walploe, MA
  Sarasota, FL
• 2017-09-20 → 2019-12-16
  Edelman Financial Engines
  Boston, MA
• 2013-03-12 → 2017-08-29
  Voya Financial Advisors, Inc.
  Braintree, MA
• 2010-05-24 → 2010-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2008-10-29 → 2009-03-20
  Ameritas Investment Company, Llc
  Providence, RI
• 2007-12-18 → 2008-08-21
  Fortitude Advisory Group L.L.C.
  Wellesley, MA
  Gig Harbor, WA
• 2007-08-15 → 2007-12-11
  Sii Investments, Inc.
  Westborough, MA
• 2006-11-06 → 2007-05-10
  Dion Money Management Inc
  Williamstown, MA
• 1998-12-05 → 2006-04-04
  W.E. Donoghue & Co., Inc
  Natick, MA

Other Businesses

Rental Property - Somerville; landlord/owner; 8 - 10 hours/month; start date 2017. Rental Property - Roslindale; landlord/owner; 8 - 10 hours/month; start date 2017. Name of OBA: Rental Properties, Position: Owner/Landlord, Type of Entity: Partnership, Responsibilities of Position: To manage Properties & Tenants, Collect Rent, Maintain / Repair Properties, etc, Monthly Compensation / Net Profit: $11,000, Date of Initial Involvement: 01/01/2017, Approximate Amount of Time Devoted on a Monthly Cycle: 8-10 Hours Name of OBA: Notary Public, Type of Entity: Sole Proprietorship, Responsibilities of Position: To Notarize Documents for Clients of Citizens Bank, Monthly Compensation / Net Profit: $0, Date of Initial Involvement: 11/05/2024, Approximate Amount of Time Devoted on a Monthly Basis: 2 Personal Rep- Estate of Angelo Albano Date of Initial Involvement: Awaiting Official Approval Approx. amount of time/ month: 2-4 hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-06
• S65 Uniform Investment Adviser Law Examination
  1998-03-21

Designations

Other Names

• Tony Lisi
• Anthony Lisi