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CRD 7889172
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 |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
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