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Dixon E Sanchez

Investment Adviser Representative at Citizens Securities, Inc.

Lake Ronkonkoma, NYCRD #7513481Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dixon E. Sanchez is an investment adviser representative with Citizens Securities, Inc. in Lake Ronkonkoma, NY, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with 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 50 states.

Office

395 Portion Road, Ms: Ny318
Lake Ronkonkoma, NY 11779

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Broker:
52 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/2/2023
Series 7
General Securities Representative Examination
Passed 2/27/2023
SIE
Securities Industry Essentials Examination
Passed 3/25/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Citizens Securities, Inc.Current
4/1/2025 – Lake Ronkonkoma, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
5/4/2023 – 3/18/2025Melville, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dec 2018 – Mar 2025Huntington Station, NY
  2. Sunglass Hut - Luxottica Corp
    Mar 2011 – Aug 2019Bay Shore, NY
  3. Bank of America
    Dec 2018 – Sep 2022Melville, NY
  4. Citizens Securities, Inc.
    Mar 2025 – no end date reportedLake Ronkonkoma, NY

Official records & sources

Data as of June 26, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

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 profile

Other advisors at Citizens Securities, Inc.

Showing 12 of 772 in the directory

View Citizens Securities, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dixon E Sanchez 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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Dixon E Sanchez (Citizens Securities) - Fees & Credentials