Caitlin Marie Zinno
Investment Adviser Representative at Citizens Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caitlin Marie Zinno is an investment adviser representative with Citizens Securities, Inc. in N. Providence, RI, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Rhode Island.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Rhode Island
- Broker:
3 states and territories
Florida, Massachusetts, Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 – Nov 2021Lincoln, RI
- UnemployedMar 2020 – Aug 2020Pawtucket, RI
- Numark IncApr 2019 – Mar 2020Cumberland, RI
- Secret Beauty SpaAug 2017 – Nov 2018Cumberland, RI
- UnemployedMar 2017 – Aug 2017Providence, RI
- Louanne Zinno, ADHD CoachJan 2008 – Mar 2017Providence, RI
- NumarkNov 2018 – Apr 2019Cumberland, RI
- Citizens Securities, INCNov 2021 – Oct 2022Westwood, MA
- Citizens Bank, N.ANov 2021 – Oct 2022Johnston, RI
- Citizens Securities, INCOct 2022 – Apr 2023Westwood, MA
- Citizens Bank, N/AOct 2022 – Apr 2023Johnston, RI
- Raymond James & Associates, Inc.May 2023 – Mar 2024Providence, RI
- Citizens Securities, IncMar 2024 – no end date reportedWestwood, MA
- Citizens Bank, N/AMar 2024 – no end date reportedNorth Providence, RI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citizens Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $2,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 772
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Johnston, RI
- SEC file number:
- 801-61902
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Citizens Securities, Inc.
Showing 12 of 772 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caitlin Marie Zinno has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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