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Mark David Pinocci

CITIZENS SECURITIES, INC.·DEDHAM, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordCITIZENS SECURITIES, INC.
770 LEGACY PLACE, DEDHAM, MA 02026CRD# 2633345Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Pinocci · DEDHAM, MA
Registration
CRD #2633345 · CITIZENS SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
CRD 39550 · SEC 801-61902
AUM
$7.3B
Regulatory assets under management
Employees
613
47,222 client accounts
Services offered by CITIZENS SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CITIZENS SECURITIES, INC. →
Introduction

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04

Frequently Asked Questions

What services does Mark David Pinocci offer?
Mark David Pinocci specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Mark David Pinocci's credentials?
Mark David Pinocci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Pinocci located?
Mark David Pinocci is based in DEDHAM, Massachusetts, working with CITIZENS SECURITIES, INC.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Mark David Pinocci charge for services?
Mark David Pinocci's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITIZENS SECURITIES, INC.?
CITIZENS SECURITIES, INC. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CITIZENS SECURITIES, INC.

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Dawn Autin Dupre
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Jason Cleveland Bugg
DEDHAM, MA
Michael Cherny
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Kevin John Carvalho
JOHNSTON, RI
Peter Austin Dunlap
JOHNSTON, RI

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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