Sarah Ann Holmes

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2016
  Allstate Insurance
  Brownstown, MI
• 02/2017 → 07/2021
  Citizens Bank N. A.
  Livonia, MI
• 02/2017 → 07/2021
  Citizens Securities, Inc.
  Livonia, MI
• 07/2021 → 10/2022
  Citizens Securities, Inc
  Westwood, MA
• 07/2021 → 10/2022
  Citizens Bank, N/A
  Livonia, MI
• 10/2022 → Present
  Citizens Securities, Inc
  Westwood, MA
• 10/2022 → 07/2024
  Citizens Bank, N/A
  Livonia, MI
• 07/2024 → Present
  Citizens Bank, Inc
  Livonia, MI

Other Businesses

1. Notary Public 2. Personal Care Assistant Type of Entity: LLC Responsibilities of Position: Bathing, dressing, laundry, shopping, preparing meals, transportation, personal care assistance Monthly Compensation / Net Profit: $1,500 - $1,800 Date of Initial Involvement: 3/24/2025 Approximate Amount of Time Devoted on a Monthly Basis: 120-125 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-22
• S63 Uniform Securities Agent State Law Examination
  2017-06-08

Other Names

• Sarah Ann Rowe
• Sarah Ann Elliot