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Matthew William Buckley

Citizens Securities, Inc.

Johnston, RI

CRD 6467505

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2018-01-09
  • RI RA
    APPROVED
    Since 2018-01-09

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Riverside RI 02/2015 07/2020
Citizens Securities, Inc. Westwood MA 07/2020 08/2022
Citizens Securities, Inc. Hudson MA 08/2022 06/2025
Citizens Securities, Inc. Johnston RI 06/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-09
S63 Uniform Securities Agent State Law Examination 2015-07-08
  • S66 Uniform Combined State Law Examination
    2018-01-09
  • S63 Uniform Securities Agent State Law Examination
    2015-07-08
Other Names
  • Buckley Matthew
  • Buckley William Matthew

View on SEC IAPD

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