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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-27 |
Branch Locations
9-126Th St. Ms: Nya097, Troy, NY 12182 • United States
41 State Street Ms: Ny020, Albany, NY 12207 • United States
1516 Western Avenue Ms: Nya036, Albany, NY 12203 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Saratoga Springs | NY | 04/2022 | 11/2024 |
| Goldman Sachs | Saratoga Springs | NY | 10/2019 | 05/2022 |
| Best Buy | Saratoga Springs | NY | 02/2019 | 01/2021 |
| Skidmore College | Saratoga Springs | NY | 08/2014 | 07/2018 |
| Sears | Saratoga | NY | 08/2014 | 02/2019 |
| Key Investment Services Llc | Brooklyn | OH | 01/2025 | 04/2026 |
| Keybank | Saratoga | NY | 01/2025 | 04/2026 |
| Citizens Securities, Inc. | Albany | NY | 04/2026 | Present |
COACHING SOCCER; POSITION: Coach; NATURE: Coaching program; INVESTMENT RELATED: No; NUMBER OF HOURS: 15; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2025; ADDRESS: 10 Lewis Rd, Saratoga Springs, NY 12866, United States; DESCRIPTION: Coaching kids Soccer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
Reach out to this advisor