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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
| AZ | RA | APPROVED | 2024-10-23 |
| MI | RA | APPROVED | 2018-12-18 |
Branch Locations
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
7670 Highland Road Mailstop: Mib805, Waterford, MI 48327 • 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 |
|---|---|---|---|---|
| Pnc Bank | Troy | MI | 01/2015 | 06/2018 |
| Pnc Investments | Troy | MI | 01/2015 | 06/2018 |
| Citizens Securities, Inc. | Troy | MI | 06/2018 | 07/2021 |
| Citizens Bank | Troy | MI | 06/2018 | 07/2021 |
| Citizens Securities, Inc. | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N.A | Birmingham | MI | 07/2021 | 10/2022 |
| Citizens Securities, Inc. | Westwood | MA | 10/2022 | 10/2023 |
| Citizens Bank, N/A | Birmingham | MI | 10/2022 | 10/2023 |
| Citizens Securities, Inc. | Birmingham | MI | 10/2023 | 07/2024 |
| Citizens Securities, Inc. | Waterford | MI | 07/2024 | Present |
Notary Public.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-25 |
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