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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 | 2023-01-13 |
| GA | RA | APPROVED | 2021-08-13 |
| PA | RA | APPROVED | 2021-04-19 |
| NY | RA | APPROVED | 2021-04-08 |
| OH | RA | APPROVED | 2020-04-23 |
| AZ | RA | APPROVED | 2020-02-19 |
| TX | RA | APPROVED_RES | 2019-04-08 |
| FL | RA | APPROVED | 2015-08-17 |
| CO | RA | APPROVED | 2015-08-14 |
Branch Locations
212 Main Street Ms: Nyr 159, East Aurora, NY 14052 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
2351F Maple Road Ms: Nyr221, Amherst, NY 14221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | East Aurora | NY | 10/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-25 |
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