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Lee Michael Sheiman

Citizens Securities, Inc.

Johnston, RI

Guilford, CT

Madison, CT

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-26
  • CT RA
    APPROVED
    Since 2025-06-26

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

1001 Boston Post Road Mailstop: Ct-077, Guilford, CT 06437 • United States

256 Samson Rock Drive Mailstop: Ct-078, Madison, CT 06443 • 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
Citigroup Westport CT 07/2013 07/2020
Citigroup Greenwich CT 08/2015 07/2020
Wells Fargo Bank, Na White Plains NY 07/2020 07/2024
Wells Fargo Clearing Services, Llc White Plains NY 07/2020 07/2024
Lpl Financial Llc Bristol CT 07/2024 06/2025
Webster Bank Bristol CT 07/2024 06/2025
Citizens Securities Inc., Guilford CT 06/2025 Present
Previous Registrations
Other Businesses

07/01/2024 - Notary - Investment related - Start date: 11/02/2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-20
S63 Uniform Securities Agent State Law Examination 2008-09-04
  • S65 Uniform Investment Adviser Law Examination
    2020-02-20
  • S63 Uniform Securities Agent State Law Examination
    2008-09-04
Other Names
  • Lee Sheiman
  • Lee Michael Sheiman

View on SEC IAPD

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