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 11 of 15

• Timothy Andrew OdellCRD 7990266 · Rochester, NY
  IA RegisteredBroker
• Augustine Chukwuebuka OkoyeCRD 7272217 · Albany, NY
  IA RegisteredBroker
• Rodney Joseph OleaCRD 4377682 · Beverly Hills, CA
  IA RegisteredBroker
• Michael Jason OliveriCRD 6308876 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ghada OstaCRD 7168445 · Pittsburgh, PA
  IA RegisteredBroker
• Justin OwensCRD 7335056 · Syracuse, NY
  IA RegisteredBroker
• John Joseph PackowskiCRD 5380676 · Syracuse, NY
  Broker
• Joann Palacino-ChongCRD 3233416 · Fort Lauderdale, FL
  Broker
• Jamel ParksCRD 5074309 · Dearborn Heights, MI
  IA RegisteredBroker
• Christopher Anthony PellegrinoCRD 3107137 · Wayne, PA
  IA RegisteredBroker
• Edward Francis PeroCRD 2680265 · Wadsworth, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Frank PersichettiCRD 2689887 · Brooklyn, NY
  IA RegisteredBroker
• Robert Keith PinelliCRD 4003164 · Johnston, RI
  IA RegisteredBroker
• Ryan J PintoCRD 6119163 · N. Providence, RI
  IA RegisteredBroker
• Brian John PirritanoCRD 6400282 · Depew, NY
  IA RegisteredBroker
• Nicholas Ralph PirrottaCRD 7378909 · Tarrytown, NY
  IA Registered
• David Bruce PlatowCRD 6173236 · Woodcliff Lake, NJ
  Broker
• Daniel Joseph PlisCRD 1316128 · West Hartford, CT
  IA RegisteredBroker
• Thomas Joseph PolitoCRD 2601033 · Mineola, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott PollackCRD 6297217 · Yonkers, NY
  IA RegisteredBroker
• Ryan Paul ProkopiusCRD 4435021 · Strongsville, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Eliud A ParadaCRD 6739391 · Newton, MA
  IA RegisteredBroker
• Liam Prajapati PatelCRD 8030727 · Westwood, MA
  IA RegisteredBroker
• Jack Michael PayneCRD 7715036 · Strongsville, OH
  IA RegisteredBroker
• Cheryl A PelusoCRD 2594607 · Woodcliff Lake, NJ
  Broker
• Adam PerniniCRD 8090523 · Marlborough, MA
  IA RegisteredBroker
• Joseph Robert PerusseCRD 5554932 · Rochester, NH
  IA RegisteredBroker
• Margaret PetersenCRD 6858840 · San Francisco, CA
  IA RegisteredBroker
• Phyllis Marie PetrilloCRD 4441254 · Milford, PA
  IA RegisteredBroker
• Steven PotwinCRD 5015762 · Brattleboro, VT
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Ethan PrideCRD 8018940 · Boston, MA
  IA RegisteredBroker
• Krzysztof Jozef PrzywaraCRD 5694557 · Cedar Grove, NJ
  IA RegisteredBroker
• Matthew PurvisCRD 7707513 · Sudbury, MA
  Broker
• Thomas RaffertyCRD 6303289 · Troy, MI
  IA RegisteredBroker
• Anusha Meenakshi RamachandranCRD 4429853 · Boston, MA
  Broker
• Jeffrey Bernard RandCRD 2094682 · Rochester, MI
  IA RegisteredBroker
• Kristofer Rory ReddawayCRD 5304772 · Newport Beach, CA
  IA RegisteredBroker
• David Matthew ReynoldsCRD 4334328 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan N RicartCRD 5689874 · Mentor, OH
  IA RegisteredBroker
• John Cosgrove RiesterCRD 6225677 · Cranston, RI
  IA RegisteredBroker
• Stephan M RinehartCRD 5565341 · San Francisco, CA
  Broker
• John David RishellCRD 5383942 · Beaver Falls, PA
  IA RegisteredBroker
• Roberto Ricardo RizzaCRD 1375605 · Sterling Heights, MI
  IA RegisteredBroker
• Joseph D RobertsCRD 7642542 · Conshohocken, PA
  IA RegisteredBroker
• Chris Michael RogersCRD 4948864 · Johnston, RI
  Broker
• Elizabeth Rose RogersCRD 6931410 · West Lebanon, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen J RohmCRD 6430170 · Pittsburgh, PA
  IA RegisteredBroker
• Dennis Joseph RosadioCRD 4193670 · Souderton, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeanne Marie RossCRD 6106820 · Johnston, RI
  Broker
• Gian-Carlo Albert RossiCRD 7482089 · Johnston, RI
  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.