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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 | 2024-10-24 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
133 Chapel Street Ms: Ma-507, Needham, MA 02492 • United States
968 Highland Avenue Mailstop: Ma749, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley | MA | 05/2021 | 09/2024 |
| Bank Of America, N.A. | Wellesley | MA | 05/2019 | 09/2024 |
| Boston Convenience Ii | Brighton | MA | 09/2017 | Present |
| Radiu Worldwide | Boston | MA | 06/2016 | 02/2017 |
| Unemployed | Boston | MA | 02/2017 | 09/2017 |
| Citizens Securities, Inc. | Needham | MA | 09/2024 | Present |
I*816231 For profit or not for profit: Entity For Profit Name of outside business organization: BOSTON CONVENIENCE II ENTERPRISES, INC. Investment related: N Address of business: Brighton, Massachusetts, 02135 Nature of business: S Corporation Position, title, association: President Start date of relationship: 1/1/2017 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I do not have any responsibilities for this business. Silent partner. I*816232 For profit or not for profit: Entity For Profit Name of outside business organization: BOSTON CONVENIENCE ENTERPRISES, INC. Investment related: N Address of business: Melrose, Massachusetts, 02176 Nature of business: S Corpt Position, title, association: President Start date of relationship: 1/1/2015 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I'm a silent partner in this business as well. This business will make $24,000 from this business. I*390634 For profit or not for profit: Entity For Profit Name of outside business organization: Boston Convenience III Investment related: N Address of business: Broadway Somerville, Massachusetts, 02150 Nature of business: ["S Corporation"] Position, title, association: ["Officer"], Start date of relationship: 7/2/2021 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I don't have any responsibilities This business will make $6,000 from this business. I*815233 For profit or not for profit: Entity For Profit Name of outside business organization: Boston Transport Enterprises Inc. Investment related: N Address of business: melrose, Massachusetts, 02176 Nature of business: ["Corporation"] Position, title, association: ["Officer","Director"], Start date of relationship: 6/1/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I do not have any responsibilities for this organization. The company is not in business anymore, but the entity still exists. I*816230 For profit or not for profit: Entity For Profit Name of outside business organization: Paramkumar corporation Investment related: N Address of business: Melrose, Massachusetts, 02176 Nature of business: ["Corporation"] Position, title, association: ["Officer","Director"], Start date of relationship: 6/1/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I'm a silent partner. I do not perform any activities. Somerville Smoke and Cigar Limited Partnership Address of business: 4 Broadway Somerville, MA 02145 Silent Partner Type of Entity: LLC Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I'm a silent partner. I do not perform any activities. Start date: 05/30/2023 Rental Property- Owner 9 Stickney Ave. Somerville, MA 02145 Monthly compensation: $5,800 Initial involvement: 2001
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
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