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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-24 |
| NV | RA | APPROVED | 2025-03-24 |
| NM | RA | APPROVED | 2025-03-24 |
| VA | RA | APPROVED | 2025-03-24 |
| CT | RA | APPROVED | 2025-03-21 |
| KS | RA | APPROVED | 2025-03-21 |
| MD | RA | APPROVED | 2025-03-21 |
| NY | RA | APPROVED | 2025-03-21 |
| SC | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
| VT | RA | APPROVED | 2025-03-21 |
| RI | RA | APPROVED | 2025-02-07 |
| FL | RA | APPROVED | 2025-02-03 |
| NH | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2024-11-27 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
2030 Marlton Pike W Mailstop: 08B-6771, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pine Creek Farm | Medford | NJ | 12/2009 | 08/2019 |
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| University Of Notre Dame | South Bend | IN | 06/2016 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 11/2021 |
| Unemployed | Philadelphia | PA | 11/2021 | 11/2023 |
| Pine Creek Farm | Philadelphia | PA | 12/2023 | 05/2024 |
| Citizens Securities Inc., | Philadelphia | PA | 05/2024 | 01/2026 |
| Citizens Seurities, Inc | Westwood | MA | 01/2026 | Present |
| Citizens Bank | Cherry Hill | NJ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-08 |
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