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CRD 2466091
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 | 2023-08-25 |
| CT | RA | APPROVED | 2022-01-11 |
| FL | RA | APPROVED | 2022-01-11 |
| NY | RA | APPROVED | 2021-04-13 |
| SC | RA | APPROVED | 2021-04-01 |
| VA | RA | APPROVED | 2021-03-18 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
434 Rte 134; Cranberry Square Mail Stop: Ma-652, So. Dennis, MA 02660 • United States
3900 Falmouth Road, Marstons Mills, MA 02635 • United States
425 Attucks Lane Stop&Shop, Hyannis, MA 02601 • United States
65 Wianno Ave., Osterville, MA 02655 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Hyannis | MA | 04/2016 | 03/2021 |
| Nylife Securities Llc | Hyannis | MA | 05/2016 | 03/2021 |
| Eagle Strategies Llc | Hyannis | MA | 12/2016 | 03/2021 |
| Citizens Securities, Inc. | Hyannis | MA | 03/2021 | Present |
Executor of mother's estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-12 |
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