Citizens Securities, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

39550

SEC number

801-61902

Firm type

RIA

Assets under management

$12.9B as of Apr 14, 2026

Website

www.linkedin.com/company/citizens-private-wealth ↗

Phone

1-800-942-8300

Address

One Citizens Bank Way, Johnston, RI, 02919

Advisors at this firm

727 in our index · page 10 of 15

• Tyler Marriott-WellsCRD 7158508 · Hamburg, NY
  IA RegisteredBroker
• Baylen MarschallCRD 7208208 · Fayetteville, NY
  Broker
• Andrew MartellyCRD 6913046 · Seekonk, MA
  IA RegisteredBroker
• Kelly Nichole MartinCRD 8020146 · San Francisco, CA
  Broker
• Lawrence Richard MartinCRD 2525599 · Westwood, MA
  IA RegisteredBroker
• Andrew Scott MataCRD 6670077 · Palm Beach, FL
  Broker
• Steven Richard MathisCRD 7218178 · Pittsburgh, PA
  Broker
• Jose Rafael MatiasCRD 5434711 · Avenel, NJ
  IA RegisteredBroker
• Nicholas MaueCRD 7258173 · Pleasant Hills, PA
  IA RegisteredBroker
• Kyle MaylishCRD 7194090 · Philadelphia, PA
  IA RegisteredBroker
• John MccarthyCRD 7670517 · Westwood, MA
  Broker
• Jeniece McclaryCRD 2643011 · Hillside, NJ
  IA RegisteredBroker
• Deshawne Dominique MccrearyCRD 7998240 · Sylvania, OH
  Broker
• Moira R McglynnCRD 6476819 · San Francisco, CA
  IA RegisteredBroker
• Michael M. MeehanCRD 5762437 · Salem, NH
  Broker
• Keith Frank MendesCRD 6592677 · Mystic, CT
  IA RegisteredBroker
• Christopher MingoneCRD 7520798 · Essex Junction, VT
  IA RegisteredBroker
• Laura A MittenCRD 6264179 · Sterling Heights, MI
  IA RegisteredBroker
• Emanuel J MonteiroCRD 5482305 · Westwood, MA
  Broker
• Nickolas MorganCRD 8024240 · Birmingham, MI
  IA RegisteredBroker
• Charles Xavier MorlockCRD 4663027 · Sewell, NJ
  IA RegisteredBroker
• Joseph Patrick MylotteCRD 1909949 · Paoli, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mary Carmella NearyCRD 6851985 · Westbrook, CT
  IA RegisteredBroker
• Andrew Shear NeftCRD 3250895 · Bethel Park, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Phillip NehrigCRD 6638825 · Monroeville, PA
  IA RegisteredBroker
• David William NemecekCRD 2062829 · Sewickley, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Christopher NewsCRD 6731229 · West Chester, PA
  Broker
• Susanna Nicole NietoCRD 6876407 · Livingston, NJ
  IA RegisteredBroker
• Katina NittisCRD 3196294 · Manhasset, NY
  Broker
• Kevin Francis NolinCRD 1245265 · Westwood, MA
  Broker
• Peter NrekicCRD 5570547 · New Rochelle, NY
  IA RegisteredBroker
• Brian P NagleCRD 6247178 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ka Lai NgCRD 7266627 · San Francisco, CA
  IA RegisteredBroker
• Tai V NguyenCRD 8090628 · Boston, MA
  IA RegisteredBroker
• Samuel NoguerasCRD 7196590 · Plymouth, MA
  IA RegisteredBroker
• Daniel Joseph NortonCRD 6442531 · Franklin, MA
  IA RegisteredBroker
• Joseph NowaczykCRD 7409131 · Amherst, NY
  IA RegisteredBroker
• Patrick E O'connorCRD 1482727 · Cromwell, CT
  IA RegisteredBroker
• Christopher O'connorCRD 7024272 · Springfield, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas J O'gormanCRD 4449931 · Johnston, RI
  Broker
• Daryl Matthew OarCRD 2239735 · East Aurora, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Michael ObrienCRD 5272563 · So Yarmouth, MA
  IA RegisteredBroker
• Sean Joseph ObrienCRD 1624520 · No Quincy, MA
  IA RegisteredBroker
• Richard Louis OcchiogrossoCRD 6529715 · Brick, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen R OchCRD 4411847 · Carnegie, PA
  IA RegisteredBroker
• Timothy M OharaCRD 5642986 · Franklin Square, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Carl OrbinCRD 2955624 · Kingston, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Andrew OstapczukCRD 6584698 · Vails Gate, NY
  IA RegisteredBroker
• Carl Martin OstergaardCRD 2945244 · Johnston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Emre OztuncCRD 5493291 · Plymouth, MA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.