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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 | 2025-04-04 |
| NH | RA | APPROVED | 2025-04-03 |
Branch Locations
1283 Hooksett Road Ms: Nh461, Hooksett, NH 03106 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
688 South Willow Street, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedford | NH | 09/2008 | 03/2025 |
| Bank Of America, N.A. | Bedford | NH | 09/2008 | 03/2025 |
| Citizens Securities, Inc. | Manchester | NH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
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