Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-08 |
| FL | RA | APPROVED | 2020-01-08 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
74 Main Street Rte 9 Eastbound, Framingham, MA 01701 • United States
7 Hartford Street Ms: Ma-625, Framingham, MA 01701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hollywood | FL | 10/2012 | 08/2018 |
| Oppenheimer & Co. Inc | Ft Lauderdale | FL | 08/2018 | 08/2018 |
| Ameriprise Financial Services Inc | Plantation | FL | 11/2018 | 12/2019 |
| Citizens Securities, Inc. | Framingham | MA | 12/2019 | Present |
Rental Property, Assistant Property Manager. Scheduling repairs. 1 hour per month initial date of involvement 12/27/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-17 |
Reach out to this advisor