Citizens Securities
35yrs
Top advisor by experience in Johnston
11yrs
Robert Munoz has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Johnston, Rhode Island. Robert has been with Citizens Securities since 2019. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 145 advisors with offices in Johnston, and one of 143 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 56% of advisors in Johnston
Office1 Citizens Bank Way, Johnston, RI 02919
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
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.
Career
- 2019 – nowCitizens Securities, Inc.Current firm
- 2017 – 2019Citizens Securities, Inc.Previously
Contact Robert
(800) 942-8300Citizens Securities main office 1 Citizens Bank WayJohnston, RI 02919Office · Get directions Facebook pageCitizens Securities
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call Citizens Securities at (800) 942-8300 and ask for Robert Munoz. Robert works from the Johnston, RI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2016, about 11 years. More experience than 56% of advisors in Johnston.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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