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

Christopher Antonelli

Citizens Securities, Inc.BD affiliatedBarrington, Ri dual registrantIAPD 6376555

Feed of 09/14/2026

Also filed as Christopher Dodd Antonelli

At current firm

1 y

since Jul 22, 2025

In the industry

11 y

since Nov 4, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Jul 22, 2025 · Albany, Ny
Strategic Advisers LLC national BD
Mar 31, 2025 to Jul 3, 2025 · Smithfield, Ri
Fidelity Personal And Workplace Advisors former
Aug 18, 2022 to Mar 31, 2025 · Smithfield, Ri
Santander Securities BD affiliated
Jun 21, 2019 to Sep 24, 2021 · Framingham, Ma
Morgan Stanley wirehouse
Apr 5, 2017 to May 30, 2019 · Westborough, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 12, 2015 to Oct 11, 2016 · Riverside, Ri

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Citizens Securities, Inc.
left Jul 3, 2025, registered Jul 22, 2025 (19 days) · Affiliated broker-dealer or bank to another · moved with a team
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Santander Securities to Fidelity Personal And Workplace Advisors
left Sep 24, 2021, registered Aug 18, 2022 (328 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Santander Securities
left May 30, 2019, registered Jun 21, 2019 (22 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Oct 11, 2016, registered Apr 5, 2017 (176 days) · Wirehouse to wirehouse

Signals

Christopher Antonelli left Strategic Advisers Llc for Citizens Securities, Inc. (registered 2025-07-22)
Jul 3, 2025 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address