Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED_RES | 2026-08-24 |
| SC | RA | APPROVED | 2026-07-31 |
| NY | RA | APPROVED | 2026-06-02 |
| OH | RA | APPROVED | 2026-04-03 |
| FL | RA | APPROVED | 2026-03-26 |
| CA | RA | APPROVED | 2025-06-05 |
| CT | RA | APPROVED | 2025-01-13 |
| NJ | RA | APPROVED | 2024-07-22 |
| RI | RA | APPROVED | 2021-01-14 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
821 Main Street Mailstop: Ri-066, East Greenwich, RI 02818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 01/2017 | 12/2020 |
| Santander Securities, Llc | Dorchester | MA | 03/2017 | 12/2020 |
| South Eastern Freightlines | Miami | FL | 11/2014 | 12/2016 |
| Citizens Securities, Inc. | Westwood | MA | 01/2021 | 08/2021 |
| Citizens Bank | Johnston | RI | 01/2021 | 08/2021 |
| Citizens Securities, Inc. | Westwood | MA | 08/2021 | 04/2022 |
| Citizens Bank, N.A | Johnston | RI | 08/2021 | 04/2022 |
| Citizens Securities, Inc. | Westwood | MA | 04/2022 | 10/2022 |
| Citizens Bank, N.A | Johnston | RI | 04/2022 | 10/2022 |
| Citizens Bank, N.A | Johnston | RI | 10/2022 | 10/2023 |
| Citizens Securities, Inc. | Westwood | MA | 10/2022 | 10/2023 |
| Citizens Securities, Inc. | Johnston | RI | 10/2023 | 07/2024 |
| Citizens Securities, Inc. | East Greenwich | RI | 07/2024 | Present |
1. Investment Properties: - 29 blueberry ln, Cranston 02920-single family 2. Investment Property - 718 Jepson Ln, Middletown RI 3. POA for father - Robert Marsland 4. Voltealo LLC - Rehab of family house -1-2 per year. Real Estate. 5. 34 Chester LLC- Owner 34 Chester Ave, Westerly, RI 02891 Real estate rental- 3 family investment property Date of Initial Involvement: March 2026 6. 1489 Pippin Orchard Rd Position: Owner Type of Entity: LLC - Owner of Property under Voltealo LLC Responsibilities of Position: Single Family Rental Monthly Compensation / Net Profit:$0 Date of Initial Involvement: 7/15/2026 Approximate Amount of Time Devoted on a Monthly Basis: 0 7. The Honeyman LLC Position: Owner Type of Entity: Partnership Responsibilities of Position: Duplex Rental Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 7/15/2026 Approximate Amount of Time Devoted on a Monthly Basis: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-17 |
Reach out to this advisor