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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
| WV | RA | APPROVED | 2026-04-24 |
| NJ | RA | APPROVED | 2026-02-25 |
| PA | RA | APPROVED | 2026-02-24 |
Branch Locations
50 Old Clairton Rd Ms: 15B-0034, Pleasant Hills, PA 15236 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
1025 Washington Pike Mailstop: 15B-0862, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes | Pittsburgh | PA | 04/2020 | 06/2020 |
| Steratore Sanitary Supply | Eighty Four | PA | 12/2017 | 08/2019 |
| Parkhurst Dining | Homestead | PA | 05/2019 | 08/2019 |
| Moon Area School District | Coraopolis | PA | 08/2005 | 06/2018 |
| University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Beavercreek | OH | 06/2020 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Beavercreek | OH | 08/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgeville | PA | 07/2022 | 05/2025 |
| Bank Of America, N.A. | Bridgeville | PA | 09/2022 | 05/2025 |
| Charles Schwab Bank | Pittsburgh | PA | 05/2025 | 02/2026 |
| Charles Schwab & Co., Inc. | Pittsburgh | PA | 05/2025 | 02/2026 |
| Citizens Securities, Inc. | Pleasant Hills | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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