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Citizens Private Wealth CRD 106743
$16.6B regulatory AUM 2,567 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-27 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-20 |
Branch Locations
Bingham Farms, MI • United States
200 Station Drive, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial Partners | San Francisco | CA | 03/2016 | 04/2020 |
| First Republic Investment Management, Inc | San Francisco | CA | 04/2020 | 05/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2021 | 10/2023 |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2023 | 03/2024 |
| Citizens Bank | Bingham Farms | MI | 03/2024 | Present |
| Citizens Securities, Inc. | Westwood | MA | 03/2024 | Present |
| Citizens Private Wealth | Bingham Farms | MI | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-13 |
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