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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2026-03-25 |
| PA | RA | APPROVED | 2026-01-09 |
| ME | RA | APPROVED | 2025-08-21 |
| SC | RA | APPROVED | 2023-12-15 |
| GA | RA | APPROVED | 2022-08-04 |
| CA | RA | APPROVED | 2022-02-11 |
| NY | RA | APPROVED | 2021-04-08 |
| NH | RA | APPROVED | 2020-03-20 |
| NC | RA | APPROVED | 2017-11-08 |
| VA | RA | APPROVED | 2017-09-12 |
| FL | RA | APPROVED | 2016-12-15 |
| RI | RA | APPROVED | 2016-12-14 |
| WA | RA | APPROVED | 2016-12-14 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
40 Highland Commons East Ma-301, Hudson, MA 01749 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizen Securities, Inc. | Hudson | MA | 02/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-25 |
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