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Ncu Investment Solutions CRD 134804
$108M regulatory AUM 70 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1005 Douglas Pike, Smithfiled, RI 02917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
| RI | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Cranston | RI | 10/2015 | 12/2017 |
| Citizens Securities, Inc. | Cranston | RI | 09/2015 | 12/2017 |
| Citizens Securities Inc. | Cranston | RI | 12/2017 | 04/2022 |
| Citizens Bank | Cranston | RI | 12/2017 | 04/2022 |
| Citizens Securities, Inc | Westwood | MA | 04/2022 | 10/2022 |
| Citizens Bank, N.A | Cranston | RI | 04/2022 | 10/2022 |
| Citizens Bank, N/A | Cranston | RI | 10/2022 | 10/2023 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 10/2023 |
| Citizens Securities Inc., | Cranston | RI | 10/2023 | 07/2024 |
| Citizens Securities, Inc | Cranston | RI | 07/2024 | 11/2025 |
| Ncu Investment Solutions | Smithfield | RI | 12/2025 | Present |
Notary Public: Responsibilities of Position - Notarial Acts - Notarizing a signature Monthly Compensation: $0 Approximate Amount of Time Devoted on a Monthly Basis: 10 Minutes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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