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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2025-06-03 |
| MI | RA | APPROVED | 2024-08-23 |
Branch Locations
15341 19 Mile Rd. Hayes/19 Mile / Ms: Mib858, Clinton Township, MI 48038 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
8484 26 Mile Rd Mailstop: Mib757, Shelby Township, MI 48316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar | Ann Arbor | MI | 10/2013 | 04/2022 |
| Infinex Investments, Inc. | Detroit | MI | 07/2016 | 04/2022 |
| Citizens Bank, N/A | Clinton Township | MI | 06/2023 | 11/2023 |
| Citizens Securities, Inc | Westwood | MA | 06/2023 | 09/2024 |
| The Detroit Club | Detroit | MI | 04/2022 | 04/2023 |
| Citizens Bank, N/A | Long Lake Livernois | MI | 11/2023 | 09/2024 |
| Citizens Securities, Inc. | Shelby Township | MI | 09/2024 | Present |
Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-19 |
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