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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-16 |
Branch Locations
3471 West 38Th St, Erie, PA 16506 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alburns | Erie | PA | 03/2017 | 09/2017 |
| Panera Bread | Erie | PA | 03/2018 | 02/2019 |
| Bath And Body Works | Erie | PA | 12/2019 | 07/2020 |
| Hooch And Blottos | Erie | PA | 07/2020 | 06/2022 |
| Citizens Securities | Monroeville | PA | 06/2022 | 08/2022 |
| Citizens Securities | Monroeville | PA | 09/2022 | 05/2023 |
| Citizens Securities, Inc. | Erie | PA | 06/2023 | Present |
| Unemployed | Erie | PA | 01/2014 | 02/2017 |
| The Pennsylvania State University | University Park | PA | 08/2020 | 12/2023 |
| Unemployed | Erie | PA | 09/2017 | 03/2018 |
| Unemployed | Erie | PA | 02/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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