Michael Jason Oliveri

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 05/2015 → 05/2018
  Bank Of America, N.A.
  Wellesley Hills, MA
• 05/2018 → 03/2022
  Santander Bank, Na
  Boston, MA
• 05/2018 → 03/2022
  Santander Securities, Llc
  Dorchester, MA
• 03/2022 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 04/2022 → 10/2024
  Bank Of America, N.A.
  Newton, MA
• 10/2024 → Present
  Citizens Securities, Inc.
  Waltham, MA

Previous Registrations

• 2022-03-04 → 2024-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 2018-06-13 → 2022-03-08
  Santander Securities Llc
  Brighton, MA
  Brighton, MA
  Newton, MA
  Framingham, MA
  Plymouth, MA
  Abington, MA
  Dedham, MA
  Westwood, MA
  West Roxbury, MA
  Boston, MA
  South Boston, MA
  Dorchester, MA
  Norfolk, MA
  Mattapan, MA
  Foxboro, MA
  Norwood, MA
  Canton, MA
  Walpole, MA
  Boston, MA
  Waltham, MA
  Watertown, MA
  Boston, MA
  Brookline, MA
  Chestnut Hill, MA
  Watertown, MA
• 2015-05-01 → 2018-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 2014-08-22 → 2015-05-15
  Morgan Stanley
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-08-22

Other Names

• Michael Jason Oliveri
• Michael Jason Oliveri