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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2024-01-16 |
| NH | RA | APPROVED | 2023-09-01 |
Branch Locations
1 Interchange Drive, Suite 1 Mailstop: Nh439, West Lebanon, NH 03784 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lebanon | NH | 03/2018 | 02/2022 |
| Citizens Bank | Woodstock | VT | 05/2017 | 03/2018 |
| White River Toyota | White River Junction | VT | 05/2015 | 01/2017 |
| Unemployed | South Royalton | VT | 01/2017 | 05/2017 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 04/2022 | 08/2023 |
| Citizens Securities, Inc. | West Lebanon | NH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-08 |
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