Pinnacle Investments
31yrs
Top 11% by experience in Malden
33yrs
Michael Stephen Leone
Financial advisor at Citizens Securities
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience in Malden
Office876 Main Street Ms: Ma-055, Malden, MA 02148
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2007 – nowCitizens Securities, Inc.Current firm
- 2003 – 2007Cetera Investment Services LLCPreviously
- Aug 2002 – Sep 2003Quick & Reilly, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Citizens Securities at 1-800-942-8300 and ask for Michael Stephen Leone. Michael works from the Malden, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top advisor by experience in Malden.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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