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Phyllis Marie Petrillo

Citizens Securities, Inc.

Conshohocken, PA

Milford, PA

CRD 4441254

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-07
CT RA APPROVED 2026-07-06
GA RA APPROVED 2026-07-06
MD RA APPROVED 2026-07-05
FL RA APPROVED 2026-07-03
CO RA APPROVED 2026-07-02
DE RA APPROVED 2026-07-02
NY RA APPROVED 2026-07-02
NC RA APPROVED 2026-07-02
OK RA APPROVED 2026-07-02
OR RA APPROVED 2026-07-02
SC RA APPROVED 2026-07-02
PA RA APPROVED 2025-07-24
  • NJ RA
    APPROVED
    Since 2026-07-07
  • CT RA
    APPROVED
    Since 2026-07-06
  • GA RA
    APPROVED
    Since 2026-07-06
  • MD RA
    APPROVED
    Since 2026-07-05
  • FL RA
    APPROVED
    Since 2026-07-03
  • CO RA
    APPROVED
    Since 2026-07-02
  • DE RA
    APPROVED
    Since 2026-07-02
  • NY RA
    APPROVED
    Since 2026-07-02
  • NC RA
    APPROVED
    Since 2026-07-02
  • OK RA
    APPROVED
    Since 2026-07-02
  • OR RA
    APPROVED
    Since 2026-07-02
  • SC RA
    APPROVED
    Since 2026-07-02
  • PA RA
    APPROVED
    Since 2025-07-24

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

407 West Hartford St Mailstop: 18U-0035, Milford, PA 18337 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cco Investment Services Corp Milford PA 06/2012 12/2017
New York Life Insurance Co Scranton PA 03/2018 06/2022
Nylife Securities Llc Scranton PA 05/2018 06/2022
Unemployed Milford PA 01/2018 03/2018
Citizens Securities, Inc. Milford PA 04/2025 Present
Isi, Inc Miami FL 06/2022 06/2023
Citizens Bank Milford PA 06/2023 04/2025
  • 06/2012 → 12/2017
    Cco Investment Services Corp
    Milford, PA
  • 03/2018 → 06/2022
    New York Life Insurance Co
    Scranton, PA
  • 05/2018 → 06/2022
    Nylife Securities Llc
    Scranton, PA
  • 01/2018 → 03/2018
    Unemployed
    Milford, PA
  • 04/2025 → Present
    Citizens Securities, Inc.
    Milford, PA
  • 06/2022 → 06/2023
    Isi, Inc
    Miami, FL
  • 06/2023 → 04/2025
    Citizens Bank
    Milford, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
S65 Uniform Investment Adviser Law Examination 2013-04-16
S63 Uniform Securities Agent State Law Examination 2001-10-23
  • S66 Uniform Combined State Law Examination
    2025-07-23
  • S65 Uniform Investment Adviser Law Examination
    2013-04-16
  • S63 Uniform Securities Agent State Law Examination
    2001-10-23
Other Names
  • Phyllis Marie Alfano
  • Phyllis M. Petrillo
  • Phyllis Marie Petrillo
  • Phyllis Petrillo

View on SEC IAPD

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ANTHONY NICHOLS
RANDOLPH KEVIN BROCK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA

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