CITIZENS SECURITIES, INC.

CRD 39550 · SEC 801-61902

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ONE CITIZENS BANK WAY, JCB135, JOHNSTON, RI, 02919, United States

Phone

1-800-942-8300

Fax

877-349-3048

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.87B

Discretionary AUM

Team

471 total employees; 454 advisory reps; 60545 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersPARTICIPATE IN WRAP FEE PROGRAM

Client types

Type	Clients	AUM
Individuals	60118	$12.21B
High net worth individuals	44	$359.4M
Corporations/business entities	383	$302.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.linkedin.com/company/citizens-private-wealth
https://www.instagram.com/citizenswealthmanagement/
https://www.facebook.com/CitizensWealthManagement
HTTP://WWW.CITIZENSBANK.COM
https://www.linkedin.com/company/citizens-wealth-management

Official SEC filing: View on IAPD