MK
Matoumona A. Kinzonzi
CITIZENS SECURITIES
New York, NY 10016
Some features on this profile are disabled
CRD#: 5632847
MK
Professional summary
Matoumona Allen Kinzonzi, who also goes by Matt Kinzonzi, Matoumona A Kinzonzi, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in New York, New York.
Matoumona is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matoumona has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Kinzonzi | Matoumona A Kinzonzi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matoumona Allen Kinzonzi's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matoumona Allen Kinzonzi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2022 - Present
CITIZENS SECURITIES, INC.
Office #1: 267 5th Ave Ny456, New York, NY 10016Office #2: 1133 Avenue Of The Americas Ny359, New York, NY 10036Office #3: 131 East 57th St, Ste 102 Ny357, New York, NY 10022Office #4: 617 3rd Avenue Ms: Ny355, New York, NY 10158Office #5: 250 W 57th Street Ny356, New York, NY 10107RIA
BD
CRD#: 39550
New York, NY
Current
May 5, 2022 - Present
CITIZENS SECURITIES, INC.
Office #1: 267 5th Ave Ny456, New York, NY 10016Office #2: 1133 Avenue Of The Americas Ny359, New York, NY 10036Office #3: 131 East 57th St, Ste 102 Ny357, New York, NY 10022Office #4: 617 3rd Avenue Ms: Ny355, New York, NY 10158Office #5: 250 W 57th Street Ny356, New York, NY 10107RIA
BD
CRD#: 39550
New York, NY
Past
May 1, 2019 - February 11, 2022
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
NEW YORK, NY
Past
April 30, 2019 - February 11, 2022
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
October 3, 2017 - April 3, 2019
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
LONG ISLAND CITY, NY
Past
October 2, 2017 - April 3, 2019
SANTANDER SECURITIES LLC
BD
CRD#: 41791
LONG ISLAND CITY, NY
Past
November 29, 2016 - September 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW HYDE PARK, NY
Past
November 29, 2016 - September 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW HYDE PARK, NY
Past
April 17, 2015 - August 8, 2016
HARRISDIRECT LLC
RIA
CRD#: 42159
NEW YORK, NY
Past
March 31, 2015 - August 8, 2016
E*TRADE SECURITIES LLC
BD
CRD#: 29106
NEW YORK, NY
Past
October 1, 2012 - March 11, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
October 1, 2012 - March 11, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
December 23, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW YORK, NY
Past
December 1, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NEW YORK, NY
Past
October 18, 2010 - November 21, 2011
JHS CAPITAL ADVISORS, LLC
BD
CRD#: 112097
NEW YORK, NY
Past
February 26, 2009 - November 1, 2010
SPARTAN CAPITAL SECURITIES, LLC
BD
CRD#: 146251
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/12/2024)
IAR
Alabama(3/12/2024)
RR
California(7/10/2024)
IAR
California(7/10/2024)
RR
Connecticut(6/22/2022)
IAR
Connecticut(6/22/2022)
RR
Florida(7/21/2022)
IAR
Florida(7/22/2022)
RR
Massachusetts(3/12/2024)
RR
New Jersey(6/22/2022)
IAR
New Jersey(6/24/2022)
RR
New York(5/5/2022)
IAR
New York(5/5/2022)
RR
Texas(8/1/2025)
IAR
Texas(8/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Citizens Bank Way Jcb135, Johnston, RI 02043
Mailing Address
200 Station Drive Mws414, Westwood, MA 02090
Phone number
(781) 364-1641
Established
Rhode Island since 09/21/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
418
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53,044 |
| AUM (Assets Under Management) | $ 9,188,004,183 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
