Best Investors Account Sign in

Philip A Crawford

Citizens Securities, Inc.

Conshohocken, PA

Westwood, MA

Claim This Profile
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

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC
UBS FINANCIAL SERVICES INC.
INDEPENDENT FINANCIAL PARTNERS
HBKS WEALTH ADVISORS
WILLIAM BLAIR
HAMILTON LANE

Other Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK
JOHN EUGENE KANE
BRYAN CLYDE KILFOY
JOSEPH FRANCIS HORNIG
GREGORY BOSTON
STEVEN FLEISHER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor