Best Investors Account Sign in
Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-10-24
  • NH RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2021-09-07
Other Names
  • Paramjit Singh

View on SEC IAPD

More in Johnston, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor