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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
OH RA APPROVED 2025-08-01
  • OH RA
    APPROVED
    Since 2025-08-01

Branch Locations

16822 Harvard Ave Ms: Ohb699, Cleveland, OH 44128 • United States

2175 Warrensville Center Road, University Heights, OH 44118 • United States

11302 Euclid Ave Ms: Ohb703, Cleveland, OH 44106 • United States

780 W State Street, Alliance, OH 44601 • United States

8440 Mayfield Road, Chesterland, OH 44026 • 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
Equitable Advisors Llc New York NY 03/2024 06/2024
Revisor Akron OH 01/2023 04/2023
Cleveland State University Cleveland OH 08/2023 12/2023
Amazon Euclid OH 08/2018 09/2020
Microcenter Cleveland OH 08/2017 01/2018
Lowe's Willoughby Hills OH 05/2016 08/2017
Key Investment Services, Llc Cleveland OH 07/2024 07/2025
Keybank Willoughby OH 07/2024 07/2025
Citizens Securities, Inc. Chersterland OH 07/2025 Present
Cleveland State University Cleveland OH 01/2022 12/2023
Lakeland Community College Kirtland OH 01/2020 12/2021
Unemployed Willoughby Hills OH 01/2018 08/2018
  • 03/2024 → 06/2024
    New York, NY
  • 01/2023 → 04/2023
    Revisor
    Akron, OH
  • 08/2023 → 12/2023
    Cleveland State University
    Cleveland, OH
  • 08/2018 → 09/2020
    Amazon
    Euclid, OH
  • 08/2017 → 01/2018
    Microcenter
    Cleveland, OH
  • 05/2016 → 08/2017
    Lowe's
    Willoughby Hills, OH
  • 07/2024 → 07/2025
    Cleveland, OH
  • 07/2024 → 07/2025
    Keybank
    Willoughby, OH
  • 07/2025 → Present
    Chersterland, OH
  • 01/2022 → 12/2023
    Cleveland State University
    Cleveland, OH
  • 01/2020 → 12/2021
    Lakeland Community College
    Kirtland, OH
  • 01/2018 → 08/2018
    Unemployed
    Willoughby Hills, OH
Previous Registrations
Other Businesses

Ethan Wrenn- Streamer Owner: Content Creator Responsibilities: Owner and operator of YouTube Channel with focus on gaming and lifestyle issues (non-financial) Monthly compensation: $0 Date of Initial Involvement: 2013 Approx. amount of time/month: less than1 hour

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11

View on SEC IAPD

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