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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2024-05-22 |
Branch Locations
19 Howley Street Ms: Ma-142, Peabody, MA 01960 • United States
2 Enon Street Ms: Ma-134, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Miami | FL | 05/2020 | 01/2021 |
| Primerica Financial Services | Miami | FL | 01/2020 | 08/2020 |
| Space Invaders | Miami | FL | 08/2017 | 12/2019 |
| Mokai Lounge | Miami | FL | 02/2017 | 08/2017 |
| Gr Opco Llc / E11Even | Miami | FL | 02/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 02/2021 | 05/2024 |
| Results Md | Miami | FL | 07/2018 | 12/2018 |
| New York Life | Sunrise | FL | 07/2016 | 10/2016 |
| Marion | Miami | FL | 09/2018 | 11/2018 |
| Bcp Worldwide | Miami | FL | 07/2018 | 07/2018 |
| Bank Of America, N.A. | Manchester | NH | 04/2021 | 05/2024 |
| Citizens Securities, Inc. | Beverly | MA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-03 |
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