Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-09 |
| FL | RA | APPROVED | 2026-04-29 |
| NJ | RA | APPROVED | 2025-12-26 |
| CT | RA | APPROVED | 2025-12-23 |
| NY | RA | APPROVED | 2025-12-23 |
Branch Locations
1510 Second Avenue Ny336, New York, NY 10075 • United States
186 East 86Th Street Ms: Ny358, New York, NY 10028 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | New York | NY | 12/2015 | 03/2017 |
| Mml Investors Services | New York | NY | 04/2016 | 03/2017 |
| Lenox Advisors Llc/ Mass Mutual | New York | NY | 12/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2017 | 04/2025 |
| Bank Of America, N.A. | New York | NY | 05/2018 | 04/2025 |
| Ameriprise Financial Services Llc | Hauppauge | NY | 04/2025 | 12/2025 |
| Citizens Securities, Inc. | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
Reach out to this advisor