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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-12 |
| NV | RA | APPROVED | 2025-03-31 |
| AZ | RA | APPROVED | 2025-03-12 |
| NC | RA | APPROVED | 2025-03-12 |
| FL | RA | APPROVED | 2025-03-03 |
| OH | RA | APPROVED | 2025-03-03 |
| CT | RA | APPROVED | 2025-02-28 |
| ME | RA | APPROVED | 2025-02-28 |
| NH | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2025-02-28 |
| VT | RA | APPROVED | 2025-02-28 |
| RI | RA | APPROVED | 2021-02-09 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
420 Granite Ave., East Milton, MA 02186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Hanover | MA | 06/2012 | 12/2020 |
| New Home Network | Hanover | MA | 06/2014 | 12/2020 |
| Cco Investment Services | Hanover | MA | 09/2014 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 02/2021 | 07/2021 |
| Citizens Bank, N.A. | Newtonville | MA | 02/2021 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Securities Inc., | Brookline | MA | 10/2022 | Present |
Wilbur Theatre - Security/Usher Power Attorney for Beth Banks- POA for Mother to handle financial responsibilities, including banking, paying bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-18 |
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