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Building 2CITIZENS SECURITIES, INC.

Map pinJOHNSTON, RI
Phone1-800-942-8300
NotebookSEC #801-61902
Total AUM
$12.9B
Employees
471
Clients
60,545

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CITIZENS BANK WAY
JCB135
JOHNSTON
RI 02919
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-800-942-8300
Other Offices
993

ReceiptFinancials

Total AUM
$12.9B
Accounts
60,545
Discretionary
$0
Accounts
0
Non-Discretionary
$12.9B
Accounts
60,545

ContactClients

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Individual Clients
60,118
AUM
$12.2B
HNW Individual Clients
44
AUM
$359.4M
Corporation or Business Clients
383
AUM
$302.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PARTICIPATE IN WRAP FEE PROGRAM
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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