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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-21 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
147 Main Street Ms: Ma-745, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Saugus | MA | 10/2015 | 04/2018 |
| Citizens Securities Inc | Malden | MA | 01/2017 | 04/2018 |
| Santander Securities, Llc | Dorchester | MA | 04/2018 | 12/2020 |
| Santander Bank, Na | Boston | MA | 04/2018 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 03/2021 | 07/2021 |
| Citizens Bank | Natick | MA | 03/2021 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 09/2021 |
| Citizens Bank, N.A | Medford | MA | 07/2021 | 09/2021 |
| Santander Bank, Na | Boston | MA | 09/2021 | 06/2026 |
| Santander Securities, Llc | Dorchester | MA | 09/2021 | 04/2026 |
| Santander Securities, Llc | Boston | MA | 04/2026 | 06/2026 |
| Citizens Securities, Inc. | Gloucester | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-06 |
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