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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| GA | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2025-01-31 |
| NH | RA | APPROVED | 2024-08-19 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
355 Main Street, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 09/2022 | 04/2023 |
| Mom's Kitchen And Bar | New York | NY | 09/2021 | 08/2022 |
| Bay State Cruise Company | Boston | MA | 06/2013 | 08/2021 |
| Livelo Bike Rental | Sydney | XX | 01/2019 | 05/2019 |
| Boston University | Boston | MA | 09/2016 | 05/2020 |
| Citizens Securities Inc. | New York | NY | 04/2023 | 07/2024 |
| Citizens Securities, Inc | Woburn | MA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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