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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

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-05

Branch Locations

777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States

464 Second Street Pike Mailstop: 19B-0251, Southampton, PA 18966 • 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
Citizens Southampton PA 09/2022 07/2026
Power Home Remodeling Chester PA 06/2019 08/2022
Police And Fire Federal Credit Union Philadelphia PA 11/2017 06/2019
Three Monkeys Cafe Philadelphia PA 05/2015 12/2017
Citizens Securities Inc, Philadelphia PA 01/2026 Present
  • 09/2022 → 07/2026
    Citizens
    Southampton, PA
  • 06/2019 → 08/2022
    Power Home Remodeling
    Chester, PA
  • 11/2017 → 06/2019
    Police And Fire Federal Credit Union
    Philadelphia, PA
  • 05/2015 → 12/2017
    Three Monkeys Cafe
    Philadelphia, PA
  • 01/2026 → Present
    Philadelphia, PA
Other Businesses

Name of OBA: Uber Position: Rideshare Driver Type of Entity: Sole Proprietorship Responsibility of Position: Rideshare Monthly Compensation / Net Profit: $800 Date of Initial Involvement: 01/01/2020 Approximate Amount of Time Devoted on a Monthly Basis: 40 Hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-05
  • S66 Uniform Combined State Law Examination
    2026-06-05
Other Names
  • Sean Macartney

View on SEC IAPD

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