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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-06 |
| AK | RA | APPROVED | 2025-12-10 |
| HI | RA | APPROVED | 2025-10-22 |
| MN | RA | APPROVED | 2025-10-10 |
| MS | RA | APPROVED | 2025-10-10 |
| RI | RA | APPROVED | 2025-10-08 |
| ND | RA | APPROVED | 2025-09-19 |
| IL | RA | APPROVED | 2025-09-17 |
| SC | RA | APPROVED | 2025-09-15 |
| WV | RA | APPROVED | 2025-09-09 |
| PR | RA | APPROVED | 2025-09-05 |
| OK | RA | APPROVED | 2025-09-02 |
| KS | RA | APPROVED | 2025-08-29 |
| NE | RA | APPROVED | 2025-08-29 |
| MI | RA | APPROVED | 2025-08-28 |
| AR | RA | APPROVED | 2025-08-27 |
| CA | RA | APPROVED | 2025-08-27 |
| FL | RA | APPROVED | 2025-08-27 |
| GA | RA | APPROVED | 2025-08-27 |
| NJ | RA | APPROVED | 2025-08-27 |
| PA | RA | APPROVED | 2025-08-27 |
| VA | RA | APPROVED | 2025-08-27 |
| WY | RA | APPROVED | 2025-08-27 |
| AL | RA | APPROVED | 2025-08-26 |
| CO | RA | APPROVED | 2025-08-26 |
| CT | RA | APPROVED | 2025-08-26 |
| ID | RA | APPROVED | 2025-08-26 |
| IN | RA | APPROVED | 2025-08-26 |
| IA | RA | APPROVED | 2025-08-26 |
| KY | RA | APPROVED | 2025-08-26 |
| LA | RA | APPROVED | 2025-08-26 |
| ME | RA | APPROVED | 2025-08-26 |
| MD | RA | APPROVED | 2025-08-26 |
| MO | RA | APPROVED | 2025-08-26 |
| MT | RA | APPROVED | 2025-08-26 |
| NH | RA | APPROVED | 2025-08-26 |
| NM | RA | APPROVED | 2025-08-26 |
| NY | RA | APPROVED | 2025-08-26 |
| OH | RA | APPROVED | 2025-08-26 |
| OR | RA | APPROVED | 2025-08-26 |
| SD | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-08-26 |
| UT | RA | APPROVED | 2025-08-26 |
| VT | RA | APPROVED | 2025-08-26 |
| WA | RA | APPROVED | 2025-08-26 |
| WI | RA | APPROVED | 2025-08-26 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
791 Main Street Ms: Ma-605, Winchester, MA 01890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mayer Properties | Hopkinton | MA | 01/2013 | 01/2017 |
| Piezonis | Warren | RI | 02/2017 | 01/2019 |
| Hillers Pizza | Hopkinton | MA | 08/2016 | 01/2022 |
| Reh Acres | Blackstone | MA | 01/2019 | 06/2019 |
| Santander Bank Na | Whitinsville | MA | 11/2021 | 05/2022 |
| Granite Telecommunications | Lincoln | RI | 07/2021 | 10/2021 |
| Ubs Financial Servies | New London | CT | 06/2022 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2023 | 12/2024 |
| Pepperonis Of Warren | Warren | RI | 01/2019 | 12/2019 |
| Bank Of America N.A. | Boston | MA | 09/2023 | 12/2024 |
| Valic Financial Advisors, Inc. | Nashua | NH | 02/2025 | 08/2025 |
| Agia | Houston | TX | 02/2025 | 08/2025 |
| Citizens Securities, Inc. | Boston | MA | 08/2025 | 04/2026 |
| Citizens Securities, Inc. | Winchester | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
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