DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Angelica Faye Andreotti

Citizens Securities, Inc.BD affiliatedEast Boston, Ma dual registrantIAPD 5973228

Feed of 09/15/2026

Also filed as Angelica Faye Landeros

At current firm

2 y

since Jan 30, 2024

In the industry

14 y

since Oct 19, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citizens Securities, Inc. BD affiliated current
since Jan 30, 2024 · Boston, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 9, 2023 to Aug 29, 2023 · Boston, Ma
E*Trade Capital Management, LLC former
Apr 17, 2020 to Oct 18, 2022 · Arlington, Va
Citizens Securities, Inc. BD affiliated
Apr 4, 2018 to Apr 15, 2020 · Chestnut Hill, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 29, 2017 to Mar 23, 2018 · Stoughton, Ma
Cuna Brokerage Services, Inc. former
Aug 18, 2017 to Oct 2, 2017 · Reno, Nv
Cuso Financial Services, L.P. former
Apr 18, 2017 to Aug 2, 2017 · Reno, Nv

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citizens Securities, Inc.
left Aug 29, 2023, registered Jan 30, 2024 (154 days) · Wirehouse to affiliated broker-dealer or bank
E*Trade Capital Management, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 18, 2022, registered Feb 9, 2023 (114 days) · RIA to wirehouse
Citizens Securities, Inc. to E*Trade Capital Management, LLC
left Apr 15, 2020, registered Apr 17, 2020 (2 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citizens Securities, Inc.
left Mar 23, 2018, registered Apr 4, 2018 (12 days) · Wirehouse to affiliated broker-dealer or bank
Cuna Brokerage Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 2, 2017, registered Nov 29, 2017 (58 days) · Other
Cuso Financial Services, L.P. to Cuna Brokerage Services, Inc.
left Aug 2, 2017, registered Aug 18, 2017 (16 days) · Other

Signals

Angelica Faye Andreotti left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Citizens Securities, Inc. (registered 2024-01-30)
Aug 29, 2023 · Advisor changed firm · fact
Angelica Faye Andreotti left E*Trade Capital Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-02-09)
Oct 18, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address