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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| NH | RA | APPROVED | 2019-07-08 |
| FL | RA | APPROVED | 2018-07-24 |
| CT | RA | APPROVED | 2017-08-31 |
| RI | RA | APPROVED | 2017-08-30 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
2000 Mendon Road Mailstop: Ri-012, Cumberland, RI 02864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Braintree | MA | 09/2014 | 08/2017 |
| Voya Financial Advisors | Braintree | MA | 09/2014 | 08/2017 |
| Citizens Securities, Inc. | Cumberland | RI | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-11 |
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