Gabriel Defeo, financial advisor Pawtucket RI

Gabriel Defeo

CRD Number: 3005662
Current Firm: Citizens Securities, Inc.

Gabriel Defeo (CRD# 3005662) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pawtucket, RI and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Pawtucket, RI Nov 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gabriel N. Defeo
Phone Number: 1-800-942-8300
Registered State(s):
  • AZ
  • CA
  • CT
  • FL
  • GA
  • ME
  • MD
  • MI
  • NH
  • PA
  • RI
  • SC
  • VT
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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