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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-08 |
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
5 W. Germantown Pike, East Norriton, PA 19401 • United States
599 West Skippack Pike Mailstop: 19B-0020, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Berwyn | PA | 06/2012 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2014 | 05/2019 |
| Tiaa | Radnor | PA | 05/2019 | 08/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Radnor | PA | 05/2019 | 08/2023 |
| Eastern University | Wayne | PA | 09/2023 | 09/2025 |
| Citizens Securities Inc | East Norriton | PA | 09/2025 | Present |
Phillytings, LLC- Signer/Owner Clothing apparel business No financial or operational responsibilites Date of initial involvement: 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
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