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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
| GA | RA | APPROVED | 2024-12-18 |
| MI | RA | APPROVED | 2021-08-31 |
| FL | RA | APPROVED | 2019-06-07 |
| AZ | RA | APPROVED | 2017-06-08 |
| PA | RA | APPROVED | 2014-08-26 |
| OH | RA | APPROVED | 2014-02-11 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
1000 North Main Street, North Canton, OH 44720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | North Canton | OH | 02/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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