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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2025-04-16 |
| MI | RA | APPROVED | 2025-04-04 |
Branch Locations
2580 S. Rochester Rd. Mailstop: Mib766, Rochester Hills, MI 48307 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
44 North Adams Rochester Hills Mailstop: Mib804, Rochester, MI 48309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Investments, Llc | Southfield | MI | 02/2016 | 03/2025 |
| Corecap Advisors, Llc | Southfield | MI | 02/2016 | 03/2025 |
| Cornerstone Financial Services | Southfield | MI | 09/2009 | 03/2025 |
| Citizens Securities, Inc. | Rochester Hills | MI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
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