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CRD 5747577
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-29 |
| VA | RA | APPROVED | 2026-02-06 |
| NY | RA | APPROVED | 2025-10-10 |
| PA | RA | APPROVED | 2023-08-25 |
Branch Locations
101 Main Street 1St Floor, Norristown, PA 19401 • United States
1502 West Chester Pike Marketplace Shopping Center, West Chester, PA 19382 • United States
435 Dekalb Pike Mailstop: 19B-6472, King Of Prussia, PA 19406 • United States
308 East Lincoln Hwy Ms: 19B-0073, Exton, PA 19341 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Sharon Hill | PA | 09/2016 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Sharon Hill | PA | 02/2018 | 08/2023 |
| Keystone Retirement Solutions | Aston | PA | 09/2011 | 09/2016 |
| Citizens Securities, Inc | Westwood | MA | 08/2023 | 03/2025 |
| Citizens Bank, N/A | Newtown Square | PA | 08/2023 | 03/2025 |
| Citizens Securities, Inc. | King Of Prussia | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-18 |
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