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Citizens Private Wealth

Tarrytown, NY

Boston, MA

Citizens Securities, Inc.

Boston, MA

Syracuse, NY

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Current Employers
Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-13
  • MA RA
    APPROVED
    Since 2026-01-13

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

772 Boylston Street, Boston, MA 02199 • United States

Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-01-02
  • RI RA
    APPROVED
    Since 2026-01-02

Branch Locations

772 Boylston Street Ma497, Boston, MA 02199 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • 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
Worklyn Partners New York NY 10/2023 10/2024
Vice Ventures New York NY 05/2020 07/2023
Unemployed New York NY 07/2023 10/2023
Wellesley Investment Partners Wellesley MA 06/2019 07/2019
Full Time Education Middletown CT 06/2017 01/2021
Full-Time Education Andover MA 06/2015 05/2017
Citizens Securities, Inc. Boston MA 10/2024 Present
Citizens Bank Boston MA 10/2024 Present
Citizens Private Wealth Boston MA 10/2024 Present
  • 10/2023 → 10/2024
    Worklyn Partners
    New York, NY
  • 05/2020 → 07/2023
    Vice Ventures
    New York, NY
  • 07/2023 → 10/2023
    Unemployed
    New York, NY
  • 06/2019 → 07/2019
    Wellesley Investment Partners
    Wellesley, MA
  • 06/2017 → 01/2021
    Full Time Education
    Middletown, CT
  • 06/2015 → 05/2017
    Full-Time Education
    Andover, MA
  • 10/2024 → Present
    Citizens Securities, Inc.
    Boston, MA
  • 10/2024 → Present
    Citizens Bank
    Boston, MA
  • 10/2024 → Present
    Citizens Private Wealth
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15

View on SEC IAPD

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Other Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
CITIZENS PRIVATE WEALTH · TARRYTOWN, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY

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