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Sofia Levina

Citizens Securities, Inc.

Chestnut Hill, MA

Albany, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
RI RA APPROVED 2021-02-03
  • FL RA
    APPROVED
    Since 2025-03-13
  • RI RA
    APPROVED
    Since 2021-02-03

Branch Locations

1330 Boylston Street Ms: Ma-667, Chestnut Hill, MA 02467 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • 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 Easton MA 07/2015 12/2020
Citizens Securities, Inc. North Easton MA 04/2017 12/2020
Citizens Securities, Inc. Westwood MA 12/2020 07/2021
Citizens Bank Chestnut Hill MA 12/2020 Present
Citizens Securities, Inc. Westwood MA 07/2021 10/2022
Citizens Securities, Inc. Chestnut Hill MA 10/2022 Present
Other Businesses

Notary Public

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-03
S63 Uniform Securities Agent State Law Examination 2017-06-26
  • S65 Uniform Investment Adviser Law Examination
    2021-02-03
  • S63 Uniform Securities Agent State Law Examination
    2017-06-26
Other Names
  • Sofiya Levina
  • Sofia Levin

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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