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Roberto Ricardo Rizza

Citizens Securities, Inc.

Sterling Heights, MI

Rocky River, OH

CRD 1375605

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-29
PA RA APPROVED 2024-09-20
OH RA APPROVED 2022-08-04
FL RA APPROVED 2022-04-21
GA RA APPROVED 2021-01-05
NJ RA APPROVED 2016-11-18
MI RA APPROVED 2015-09-11
  • VA RA
    APPROVED
    Since 2025-09-29
  • PA RA
    APPROVED
    Since 2024-09-20
  • OH RA
    APPROVED
    Since 2022-08-04
  • FL RA
    APPROVED
    Since 2022-04-21
  • GA RA
    APPROVED
    Since 2021-01-05
  • NJ RA
    APPROVED
    Since 2016-11-18
  • MI RA
    APPROVED
    Since 2015-09-11

Branch Locations

2225 18 Mile Rd. Mailstop: Mib807, Sterling Heights, MI 48314 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Sterling Heights MI 08/2015 Present
Previous Registrations
  • 2013-05-07 → 2015-08-21
    Cuso Financial Services, L.P.
    San Diego, CA
    Sterling Heights, MI
  • 2012-07-30 → 2013-04-29
    L.M. Kohn & Company
    Troy, MI
    Cincinnati, OH
  • 2012-01-10 → 2012-07-18
    Leonard & Company
    Troy, MI
  • 2008-11-12 → 2012-01-17
    Wells Fargo Clearing Services, Llc
    Clinton Township, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-25
S63 Uniform Securities Agent State Law Examination 1986-10-17
  • S66 Uniform Combined State Law Examination
    2008-07-25
  • S63 Uniform Securities Agent State Law Examination
    1986-10-17
Other Names
  • Roberto Ricardo Rizza
  • Roberto Ricardo Rizza

View on SEC IAPD

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Nearby Offices

EDWARD JONES · STERLING HEIGHTS, MI
PNC WEALTH MANAGEMENT LLC · SHELBY TWP, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Shelby Township, MI

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