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 12 of 15

• Dennis RoukeCRD 6315187 · So. Dartmouth, MA
  IA RegisteredBroker
• Sean Mitchell RyanCRD 5935430 · Warwick, RI
  IA RegisteredBroker
• Theodore RampiniCRD 5613903 · East Greenwich, RI
  IA RegisteredBroker
• Lanumodara Vasani Madusha RatnathilakaCRD 7641066 · West Bloomfield, MI
  Broker
• Aaron RauCRD 7773225 · Newark, DE
  Broker
• Garrett E RevensCRD 3101652 · Johnston, RI
  IA RegisteredBroker
• Hector Luis ReyesCRD 7546815 · Branford, CT
  Broker
• Thiago RibeiroCRD 7465186 · Somerville, MA
  IA RegisteredBroker
• Pedro RicaloCRD 7580244 · Palm Beach, FL
  Broker
• Roshanna RichardsonCRD 5500629 · Newark, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian RiordanCRD 6531678 · Westwood, MA
  IA RegisteredBroker
• Stephen RockhillCRD 3263837 · Cicero, NY
  IA RegisteredBroker
• Danilo Rodrigues De CarvalhoCRD 7461601 · Farmington, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Logan Patrick RohrbaughCRD 8018459 · Boston, MA
  Broker
• Abraham RosenbergCRD 6617255 · Middletown, RI
  IA RegisteredBroker
• Beverly Lifeng RounCRD 6526156 · Trenton, NJ
  IA RegisteredBroker
• Stephen J RoyceCRD 7450202 · Ann Arbor, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Romone RuckerCRD 7466981 · North Olmstead, OH
  Broker
• Megan RuoCRD 5860351 · Cranston, RI
  IA RegisteredBroker
• John Anthony SaiaCRD 4630340 · Lancaster, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Shannon Monique SandelCRD 4400317 · Clinton Township, MI
  IA RegisteredBroker
• Laura Kristine SantelliCRD 4614920 · Stroudsburg, PA
  IA RegisteredBroker
• Jody Ann SantiagoCRD 4372344 · Syracuse, NY
  IA RegisteredBroker
• Michael SantifortCRD 4115162 · Conshohocken, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Talar SarkisCRD 7830904 · Arlington, VA
  IA RegisteredBroker
• Alexander D ScangaCRD 5497840 · New York, NY
  IA RegisteredBroker
• Theodore John SchaafCRD 4537468 · Waterford, CT
  IA RegisteredBroker
• Anthony John SchermaCRD 5040371 · Johnston, RI
  Broker
• Gary Martin SchindlerCRD 2604997 · Youngstown, OH
  IA RegisteredBroker
• Daniel Joseph SeidenCRD 6280435 · Philadelphia, PA
  IA RegisteredBroker
• Deanna Marie SekovskiCRD 6925163 · Victor, NY
  IA RegisteredBroker
• Michael Thomas ShanleyCRD 5519800 · Hanover, MA
  IA RegisteredBroker
• Lee Michael SheimanCRD 2973433 · Guilford, CT
  IA RegisteredBroker
• Gregory Christopher ShermanCRD 5655415 · Los Angeles, CA
  IA RegisteredBroker
• Prakash Madhu ShettyCRD 1946923 · East Windsor, NJ
  IA RegisteredBroker
• David Howard ShoreCRD 2106767 · Westwood, MA
  Broker
• Paul SilvaCRD 2131864 · Johnston, RI
  IA RegisteredBroker
• James Bernard SimonCRD 1816227 · Lansdale, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph E SinchiCRD 2551769 · Fort Lauderdale, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Mark SingmonCRD 2023158 · Brighton, MA
  IA RegisteredBroker
• Alfonso Joseph SiravoCRD 2116993 · Sewell, NJ
  IA RegisteredBroker
• Christopher William SkinnerCRD 4636362 · Saratoga Springs, NY
  IA RegisteredBroker
• Marina Kumi SmalanskasCRD 2620480 · Conshohocken, PA
  IA RegisteredBroker
• Brian Francis SmithCRD 1938367 · Quincy, MA
  IA RegisteredBroker
• Darrell Anderson SmithCRD 4599993 · Saugus, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Trevor Daniel SmithCRD 6179938 · Johnston, RI
  Broker
• David Brian SnyderCRD 1727351 · Los Angeles, CA
  IA RegisteredBroker
• David A. SoaresCRD 6472504 · Johnston, RI
  Broker
• Garrett Elliott SokoloffCRD 3141223 · New York, NY
  Broker
• Nicholas M SousaCRD 7895511 · Johnston, RI
  IA RegisteredBroker
  Disclosure event(s) on record

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.