Hafez Emanian

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

Authority	Category	Status	Date
MD	RA	APPROVED	2026-07-31
GA	RA	APPROVED	2025-12-11
CA	RA	APPROVED	2025-07-28
NY	RA	APPROVED	2024-01-07
DC	RA	APPROVED	2023-11-29
ME	RA	APPROVED	2023-11-07
CT	RA	APPROVED	2023-11-06
FL	RA	APPROVED	2023-10-04
NH	RA	APPROVED	2023-10-03

MD RA
APPROVED

Since 2026-07-31
GA RA
APPROVED

Since 2025-12-11
CA RA
APPROVED

Since 2025-07-28
NY RA
APPROVED

Since 2024-01-07
DC RA
APPROVED

Since 2023-11-29
ME RA
APPROVED

Since 2023-11-07
CT RA
APPROVED

Since 2023-11-06
FL RA
APPROVED

Since 2023-10-04
NH RA
APPROVED

Since 2023-10-03

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

182 Linden Street Ms: Ma-505, Wellesley, MA 02482 • United States

631 Mt. Auburn Street Ms: Ma-759, Watertown, MA 02472 • United States

171 Watertown Street Ms: Ma-153, Watertown, MA 02472 • United States

1188 Centre Street Ms: Ma644, Newton, MA 02459 • United States

1330 Boylston Street Ms: Ma-667, Chestnut Hill, MA 02467 • United States

34 Main Street, Natick, MA 01760 • United States

165 Needham Street, Unit 307, Newton, MA 02464 • United States

235 Old Connecticut Path, Framingham, MA 01701 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	09/2018	01/2022
Bank Of America, N.A.	Boston	MA	09/2018	01/2022
Intrust Bank	Oklahoma City	OK	10/2017	08/2018
Liberty Mutual Insurance	Edmond	OK	02/2017	09/2017
Eagle Cars	Oklahoma City	OK	04/2007	01/2017
Avis/Budget	Oklahoma City	OK	05/2018	06/2018
J. P. Morgan Securities Llc	Boston	MA	01/2022	09/2023
Jpmorgan Chase Bank N.A.	Boston	MA	01/2022	09/2023
Citizens Securities, Inc.	Natick	MA	09/2023	Present

09/2018 → 01/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
09/2018 → 01/2022

Bank Of America, N.A.

Boston, MA
10/2017 → 08/2018

Intrust Bank

Oklahoma City, OK
02/2017 → 09/2017

Liberty Mutual Insurance

Edmond, OK
04/2007 → 01/2017

Eagle Cars

Oklahoma City, OK
05/2018 → 06/2018

Avis/Budget

Oklahoma City, OK
01/2022 → 09/2023

J. P. Morgan Securities Llc

Boston, MA
01/2022 → 09/2023

Jpmorgan Chase Bank N.A.

Boston, MA
09/2023 → Present

Citizens Securities, Inc.

Natick, MA

Previous Registrations

2022-02-24 → 2023-09-23

J.P. Morgan Securities Llc

Boston, MA

Brookline, MA
2020-02-25 → 2022-01-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

New York, NY

Dallas, TX

Arlington, MA

Dallas, TX

Dallas, TX

Irving, TX

Boston, MA

Boston, MA

Other Businesses

The Hafez Emanian Living Trust, Trustee Date of Initial Involvement: 05/01/2026 POA for Mother Date of Initial Involvement: 05/01/2026 Pine Lake Condominiums Trust- Trustee for HOA Date of Initial Involvement: 05/15/2026 POA for Thelma Ramirez Domestic Partner Date of Initial Involvement: 06/01/2026 The Thelma Ramirez Living Trust- Trustee Date of Initial Involvement: 06/01/2026 AI Instruction Lab- Owner Website Date of Initial Involvement: 06/15/2026 Approximate amount of time/month: 2 hours every weekend during free time

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-22

S66 Uniform Combined State Law Examination

2020-02-22

Other Names

Hafez Najafabadi
Hafez Emanian Najafabadi

View on SEC IAPD