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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 | 2025-12-01 |
| PA | RA | APPROVED | 2025-11-26 |
Branch Locations
5999 Allentown Blvd Mailstop: 18B-0124, Harrisburg, PA 17112 • United States
4271 Union Deposit Rd Mailstop: 18B-0128, Harrisburg, PA 17111 • United States
4101 Carlisle Pike Mailstop: 18B-0125, Camp Hill, PA 17011 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Verona | PA | 10/2017 | 08/2020 |
| Verizon Wireless | Monroeville | PA | 08/2014 | 09/2017 |
| Citizens Securities, Inc | Verona | PA | 10/2017 | 08/2020 |
| Citizens Securities, Inc. | Mechanicsville | PA | 08/2020 | 01/2023 |
| Pnc Investments Llc | Hershey | PA | 01/2023 | 11/2025 |
| Citizens Securities, Inc. | Camp Hill | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-23 |
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