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Philip A Crawford

Citizens Securities, Inc.

Conshohocken, PA

Westwood, MA

CRD 4512830

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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
RI RA APPROVED 2025-07-02
  • RI RA
    APPROVED
    Since 2025-07-02

Branch Locations

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

200 Station Drive, Westwood, MA 02090 • 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
Citizens Securities, Inc Providence RI 07/2015 12/2019
Clarfeld Westwood MA 12/2019 Present
Citizens Securities, Inc Westwood MA 11/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
S63 Uniform Securities Agent State Law Examination 2002-10-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01
  • S63 Uniform Securities Agent State Law Examination
    2002-10-25
Other Names
  • Philip A Crawford
  • Philip A Crawford
  • Philip A Crawford

View on SEC IAPD

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