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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
RI RA APPROVED 2026-07-21
  • RI RA
    APPROVED
    Since 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

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 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
Previous Registrations
  • 2021-09-30 → 2026-06-29
    Boston, MA
    Boston, MA
    West Roxbury, MA
    Norwood, MA
    Roxbury, MA
    Quincy, MA
    East Milton, MA
    Dorchester, MA
    Dedham, MA
    Boston, MA
    Wollaston, MA
    Mattapan, MA
    Boston, MA
    Randolph, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Dorchester, MA
    Roxbury, MA
    South Boston, MA
    Boston, MA
    Reading, MA
    Boston, MA
    Boston, MA
    Waltham, MA
    Lexington, MA
  • 2021-03-10 → 2021-09-17
    Natick, MA
    Hudson, MA
    Hudson, NH
    Medford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-13
S63 Uniform Securities Agent State Law Examination 2017-04-06
  • S65 Uniform Investment Adviser Law Examination
    2020-11-13
  • S63 Uniform Securities Agent State Law Examination
    2017-04-06
Other Names
  • Silvi Sinojmeri
  • Silvi Sinoimeri

View on SEC IAPD

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