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Amilcar Augusto Giraldo

Citizens Securities, Inc.

Medford, MA

Johnston, RI

CRD 4806818

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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
NY RA APPROVED 2022-11-02
WA RA APPROVED 2022-06-09
DC RA APPROVED 2022-02-14
HI RA APPROVED 2022-02-11
AZ RA APPROVED 2022-02-08
ND RA APPROVED 2022-02-03
RI RA APPROVED 2022-02-02
NV RA APPROVED 2022-01-31
SD RA APPROVED 2022-01-31
PR RA APPROVED 2022-01-27
KS RA APPROVED 2022-01-26
NE RA APPROVED 2022-01-26
NC RA APPROVED 2022-01-26
SC RA APPROVED 2022-01-26
AK RA APPROVED 2022-01-25
UT RA APPROVED 2022-01-25
DE RA APPROVED 2022-01-21
IL RA APPROVED 2022-01-21
MI RA APPROVED 2022-01-21
KY RA APPROVED 2022-01-20
LA RA APPROVED 2022-01-20
MT RA APPROVED 2022-01-20
FL RA APPROVED 2022-01-19
GA RA APPROVED 2022-01-19
ME RA APPROVED 2022-01-19
NM RA APPROVED 2022-01-19
PA RA APPROVED 2022-01-19
TX RA APPROVED_RES 2022-01-19
VA RA APPROVED 2022-01-19
AL RA APPROVED 2022-01-18
AR RA APPROVED 2022-01-18
CA RA APPROVED 2022-01-18
CO RA APPROVED 2022-01-18
CT RA APPROVED 2022-01-18
ID RA APPROVED 2022-01-18
IN RA APPROVED 2022-01-18
IA RA APPROVED 2022-01-18
MD RA APPROVED 2022-01-18
MN RA APPROVED 2022-01-18
MS RA APPROVED 2022-01-18
MO RA APPROVED 2022-01-18
NJ RA APPROVED 2022-01-18
OH RA APPROVED 2022-01-18
OK RA APPROVED 2022-01-18
OR RA APPROVED 2022-01-18
VT RA APPROVED 2022-01-18
WI RA APPROVED 2022-01-18
NH RA APPROVED 2021-06-30
  • NY RA
    APPROVED
    Since 2022-11-02
  • WA RA
    APPROVED
    Since 2022-06-09
  • DC RA
    APPROVED
    Since 2022-02-14
  • HI RA
    APPROVED
    Since 2022-02-11
  • AZ RA
    APPROVED
    Since 2022-02-08
  • ND RA
    APPROVED
    Since 2022-02-03
  • RI RA
    APPROVED
    Since 2022-02-02
  • NV RA
    APPROVED
    Since 2022-01-31
  • SD RA
    APPROVED
    Since 2022-01-31
  • PR RA
    APPROVED
    Since 2022-01-27
  • KS RA
    APPROVED
    Since 2022-01-26
  • NE RA
    APPROVED
    Since 2022-01-26
  • NC RA
    APPROVED
    Since 2022-01-26
  • SC RA
    APPROVED
    Since 2022-01-26
  • AK RA
    APPROVED
    Since 2022-01-25
  • UT RA
    APPROVED
    Since 2022-01-25
  • DE RA
    APPROVED
    Since 2022-01-21
  • IL RA
    APPROVED
    Since 2022-01-21
  • MI RA
    APPROVED
    Since 2022-01-21
  • KY RA
    APPROVED
    Since 2022-01-20
  • LA RA
    APPROVED
    Since 2022-01-20
  • MT RA
    APPROVED
    Since 2022-01-20
  • FL RA
    APPROVED
    Since 2022-01-19
  • GA RA
    APPROVED
    Since 2022-01-19
  • ME RA
    APPROVED
    Since 2022-01-19
  • NM RA
    APPROVED
    Since 2022-01-19
  • PA RA
    APPROVED
    Since 2022-01-19
  • TX RA
    APPROVED_RES
    Since 2022-01-19
  • VA RA
    APPROVED
    Since 2022-01-19
  • AL RA
    APPROVED
    Since 2022-01-18
  • AR RA
    APPROVED
    Since 2022-01-18
  • CA RA
    APPROVED
    Since 2022-01-18
  • CO RA
    APPROVED
    Since 2022-01-18
  • CT RA
    APPROVED
    Since 2022-01-18
  • ID RA
    APPROVED
    Since 2022-01-18
  • IN RA
    APPROVED
    Since 2022-01-18
  • IA RA
    APPROVED
    Since 2022-01-18
  • MD RA
    APPROVED
    Since 2022-01-18
  • MN RA
    APPROVED
    Since 2022-01-18
  • MS RA
    APPROVED
    Since 2022-01-18
  • MO RA
    APPROVED
    Since 2022-01-18
  • NJ RA
    APPROVED
    Since 2022-01-18
  • OH RA
    APPROVED
    Since 2022-01-18
  • OK RA
    APPROVED
    Since 2022-01-18
  • OR RA
    APPROVED
    Since 2022-01-18
  • VT RA
    APPROVED
    Since 2022-01-18
  • WI RA
    APPROVED
    Since 2022-01-18
  • NH RA
    APPROVED
    Since 2021-06-30

Branch Locations

20 Cabot Road, Medford, MA 02155 • United States

1 Citizens Bank Way, Johnston, RI 02919 • 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
Voya Retirement Advisors Braintree MA 09/2014 09/2016
Voya Financial Braintree MA 09/2014 06/2019
Voya Financial Partners Braintree MA 09/2016 11/2019
Pruco Securities Llc Wakefield MA 06/2020 06/2021
Unemployed Wakefield MA 11/2019 06/2020
The Prudential Insurance Company Of America Wakefield MA 07/2020 06/2021
Citizens Securities, Inc. Boston MA 06/2021 02/2022
Citizens Securities, Inc. Medford MA 02/2022 Present
  • 09/2014 → 09/2016
    Voya Retirement Advisors
    Braintree, MA
  • 09/2014 → 06/2019
    Voya Financial
    Braintree, MA
  • 09/2016 → 11/2019
    Voya Financial Partners
    Braintree, MA
  • 06/2020 → 06/2021
    Pruco Securities Llc
    Wakefield, MA
  • 11/2019 → 06/2020
    Unemployed
    Wakefield, MA
  • 07/2020 → 06/2021
    The Prudential Insurance Company Of America
    Wakefield, MA
  • 06/2021 → 02/2022
    Citizens Securities, Inc.
    Boston, MA
  • 02/2022 → Present
    Citizens Securities, Inc.
    Medford, MA
Previous Registrations
Other Businesses

NuTec Heating and Cooling - Owner; Minisplits installations; Zero compensation; Six hours per month; Start date: 07/30/2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-30
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S65 Uniform Investment Adviser Law Examination
    2004-07-30
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30
Other Names
  • Amilcar Augusto Giraldo
  • Amilcar Augusto Giraldo Bermudez

View on SEC IAPD

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