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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2026-05-28 |
| FL | RA | APPROVED | 2026-05-12 |
| GA | RA | APPROVED | 2026-05-12 |
| NM | RA | APPROVED | 2026-05-12 |
| ND | RA | APPROVED | 2026-05-12 |
| UT | RA | APPROVED | 2026-05-12 |
| AL | RA | APPROVED | 2026-05-11 |
| AK | RA | APPROVED | 2026-05-11 |
| AR | RA | APPROVED | 2026-05-11 |
| CA | RA | APPROVED | 2026-05-11 |
| CO | RA | APPROVED | 2026-05-11 |
| CT | RA | APPROVED | 2026-05-11 |
| DE | RA | APPROVED | 2026-05-11 |
| HI | RA | APPROVED | 2026-05-11 |
| ID | RA | APPROVED | 2026-05-11 |
| IL | RA | APPROVED | 2026-05-11 |
| IN | RA | APPROVED | 2026-05-11 |
| IA | RA | APPROVED | 2026-05-11 |
| KS | RA | APPROVED | 2026-05-11 |
| KY | RA | APPROVED | 2026-05-11 |
| LA | RA | APPROVED | 2026-05-11 |
| ME | RA | APPROVED | 2026-05-11 |
| MD | RA | APPROVED | 2026-05-11 |
| MI | RA | APPROVED | 2026-05-11 |
| MN | RA | APPROVED | 2026-05-11 |
| MS | RA | APPROVED | 2026-05-11 |
| MO | RA | APPROVED | 2026-05-11 |
| MT | RA | APPROVED | 2026-05-11 |
| NE | RA | APPROVED | 2026-05-11 |
| NH | RA | APPROVED | 2026-05-11 |
| NJ | RA | APPROVED | 2026-05-11 |
| NY | RA | APPROVED | 2026-05-11 |
| NC | RA | APPROVED | 2026-05-11 |
| OH | RA | APPROVED | 2026-05-11 |
| OK | RA | APPROVED | 2026-05-11 |
| OR | RA | APPROVED | 2026-05-11 |
| PA | RA | APPROVED | 2026-05-11 |
| PR | RA | APPROVED | 2026-05-11 |
| RI | RA | APPROVED | 2026-05-11 |
| SC | RA | APPROVED | 2026-05-11 |
| SD | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
| VT | RA | APPROVED | 2026-05-11 |
| VA | RA | APPROVED | 2026-05-11 |
| WA | RA | APPROVED | 2026-05-11 |
| WI | RA | APPROVED | 2026-05-11 |
| WY | RA | APPROVED | 2026-05-11 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
1133 Avenue Of The Americas Ny359, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstrom | Burlington | MA | 11/2022 | 10/2023 |
| Alphaview Wealth Advisors | Marlborough | MA | 02/2021 | 04/2022 |
| Putnam Investments | Boston | MA | 05/2019 | 08/2019 |
| Rapoza Landscape | North Falmouth | MA | 05/2017 | 08/2017 |
| Franklin And Marshall College | Lancaster | PA | 08/2016 | 05/2020 |
| Unemployed | Carlisle | MA | 05/2020 | 01/2021 |
| Unemployed | Carlisle | MA | 05/2022 | 10/2022 |
| Fidelity Investments | Merrimack | NH | 11/2023 | 03/2026 |
| Citizens Securities, Inc. | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-14 |
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