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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-06 |
| WA | RA | APPROVED | 2025-06-18 |
| HI | RA | APPROVED | 2024-06-07 |
| ME | RA | APPROVED | 2023-08-24 |
| MD | RA | APPROVED | 2023-05-30 |
| NH | RA | APPROVED | 2021-11-18 |
Branch Locations
42B Nashua Road Mailstop: Nh462, Londonderry, NH 03053 • United States
42 Pinkerton St Mailstop: Nh401, Derry, NH 03038 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds Distributors, Inc. | Los Angekes | CA | 12/2009 | 11/2021 |
| Citizens Securities, Inc. | Londonderry | NH | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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