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CRD 6663542
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-26 |
| CT | RA | APPROVED | 2023-08-11 |
| RI | RA | APPROVED | 2023-08-11 |
Branch Locations
1477 Broad Street Mailstop: Ri-171, Providence, RI 02905 • United States
919 Westminster Street Mailstop: Ri-100, Providence, RI 02903 • United States
270 Academy Ave., Providence, RI 02908 • United States
30 Kennedy Plaza, Suite 101 Ri001, Providence, RI 02903 • United States
204 Garfield Avenue Mailstop: Ri-123, Cranston, RI 02920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Chase | Astoria | NY | 06/2016 | 05/2017 |
| Peoples United Bank | Rockaway Beach | NY | 05/2017 | 01/2018 |
| Td Bank | New York | NY | 01/2018 | 01/2022 |
| Td Bank N.A. | New York | NY | 02/2022 | 03/2023 |
| Td Private Client Wealth Llc | New York | NY | 02/2022 | 03/2023 |
| Citizens Securities, Inc. | Johnston | RI | 03/2023 | 03/2025 |
| Citizens Securities, Inc. | Johnston | RI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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