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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-13 |
Branch Locations
48 South Service Rd Suite 220, Melville, NY 11747 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Stewart Manor | NY | 10/2012 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 07/2017 | 11/2019 |
| Bank Of America, N.A. | Franklin | TN | 07/2017 | 11/2019 |
| Jp Morgan Securities, Llc | Nashville | TN | 11/2019 | 07/2022 |
| Jp Morgan Chase Bank, N.A. | Nashville | TN | 11/2019 | 07/2022 |
| Citizens Securities, Inc. | Melville | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-20 |
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