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CRD 6584698
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-19 |
| NJ | RA | APPROVED | 2024-08-27 |
| WI | RA | APPROVED | 2023-02-09 |
| VT | RA | APPROVED | 2022-11-23 |
| DC | RA | APPROVED | 2022-11-07 |
| MD | RA | APPROVED | 2022-10-27 |
| CT | RA | APPROVED | 2021-11-16 |
| AZ | RA | APPROVED | 2021-09-23 |
| NY | RA | APPROVED | 2021-04-08 |
| CA | RA | APPROVED | 2021-02-05 |
| FL | RA | APPROVED | 2020-10-16 |
| PA | RA | APPROVED | 2019-10-07 |
Branch Locations
247 Main Street, Binghamton, NY 13905 • United States
1001 North Street Ms: Nya083, Endicott, NY 13760 • United States
3212 Vestal Parkway East Ms: Nya079, Vestal, NY 13850 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
253 Route 211 East Ms: Nya056, Middletown, NY 10940 • United States
273 Wall Street Ms: Nya040, Kingston, NY 12401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rhinebeck | NY | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rhinebeck | NY | 11/2016 | 11/2018 |
| Unemployed | Ancram | NY | 12/2018 | 09/2019 |
| Citizens Securities, Inc. | Kingston | NY | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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