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CRD 7138096
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 | 2026-08-14 |
| FL | RA | APPROVED | 2026-07-15 |
| NJ | RA | APPROVED | 2025-01-30 |
| PA | RA | APPROVED | 2025-01-29 |
Branch Locations
1120 White Horse Rd, Suite 400 Mailstop: 08B-0401, Voorhees, NJ 08043 • United States
330 Cooper Street Nj411, Camden, NJ 08102 • United States
131 South White Horse Pike Mailstop: 08B-0404, Haddon Heights, NJ 08035 • United States
515 Berlin-Cross Keys Road Mailstop: 08B-6722, Sicklerville, NJ 08081 • United States
2030 Marlton Pike W Mailstop: 08B-6771, Cherry Hill, NJ 08002 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton | NJ | 06/2019 | 01/2025 |
| Bank Of America, N.A. | Marlton | NJ | 06/2019 | 01/2025 |
| At&T Inc | Burlington | NJ | 08/2013 | 03/2019 |
| Citizens Securities, Inc. | Voorhees | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
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