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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 | 2026-01-08 |
| OH | RA | APPROVED | 2026-01-06 |
| PA | RA | APPROVED | 2025-10-09 |
Branch Locations
4314 Penn Ave Mailstop: 15B-0099, Pittsburgh, PA 15224 • United States
2001 Lincoln Way Mailstop: 15B-6815, White Oak, PA 15131 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
837 Freeport Rd., Pittsburgh, PA 15238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Westwood | MA | 01/2024 | 01/2026 |
| Citizens Bank | Monroeville | PA | 08/2022 | 01/2024 |
| Giant Eagle | Leechburg | PA | 03/2019 | 08/2022 |
| Twisted Thistle | Leechburg | PA | 03/2017 | 03/2019 |
| Citizens Bank, N/A | State College | PA | 01/2024 | 01/2026 |
| Education | Leechburg | PA | 01/2006 | 03/2017 |
| Citizens Securities, Inc. | Pittsburgh | PA | 01/2026 | Present |
Name of OBA: Notary Public, Position: Notary Public, Type of Entity: Other-Notary, Responsibilies of Position: Verify Identity of Clients Signing Documents, Monthly Compensation / Net Profit: $0, Date of Initial Involvement: 10/30/2024, Approximate Amount of Time Devoted on a Monthly Basis: 20 Minutes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-27 |
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