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 13 of 15

• Travis James SousaCRD 4944328 · Somerset, MA
  IA RegisteredBroker
• Matthew Joseph James SpirkoCRD 6319076 · Turtle Creek, PA
  IA RegisteredBroker
• Jayson Laurence SpringCRD 2500524 · Hampton, NH
  IA RegisteredBroker
• Megan D St.AmantCRD 6482981 · Johnston, RI
  IA RegisteredBroker
• Matthew H StaplesCRD 6055604 · Windham, NH
  IA RegisteredBroker
• Abraham Joseph StrumCRD 6191715 · East Brunswick, NJ
  IA RegisteredBroker
• Majda SuhailCRD 5481299 · Farmington Hills, MI
  IA RegisteredBroker
• Jeffrey Alan SuttonCRD 2697106 · Tarrytown, NY
  IA RegisteredBroker
• Megan Amber SwansonCRD 6891539 · Concord, NH
  IA RegisteredBroker
• Eve SzczerepaCRD 3181095 · Johnston, RI
  Broker
• Andriy SachovskyyCRD 8092344 · Broadview Heights, OH
  IA RegisteredBroker
• Masoud SadeghianpourhamamiCRD 8090581 · Arlington, MA
  IA RegisteredBroker
• Luisa SalazarCRD 6674152 · Beverly, MA
  IA RegisteredBroker
• Dixon E SanchezCRD 7513481 · Lake Ronkonkoma, NY
  IA RegisteredBroker
• Michael David SandyCRD 6914880 · Dover, DE
  IA RegisteredBroker
• Lester SatlowCRD 4548345 · Medford, MA
  IA RegisteredBroker
• Anthony SchifanoCRD 7043993 · State College, PA
  IA RegisteredBroker
• Jennifer SekscinskiCRD 6599592 · Pittsburgh, PA
  IA RegisteredBroker
• Wen-Min SeowCRD 7655140 · Potomac, MD
  IA RegisteredBroker
• Katerina Athena SiamidisCRD 6766835 · Strongsville, OH
  IA RegisteredBroker
• Jesse Timothy SiegfriedCRD 7879659 · Rochester, NY
  IA RegisteredBroker
• Hayden Paul SilvermanCRD 8136224 · Conshohocken, PA
  IA RegisteredBroker
• Gurpreet SinghCRD 7311041 · Syosset, NY
  IA RegisteredBroker
• Paramjit A SinghCRD 7386760 · Needham, MA
  IA RegisteredBroker
• Silvi SinoimeriCRD 6742967 · Gloucester, MA
  BrokerRegistration inactive
• Tyler SkaflestadCRD 7816364 · New Rochelle, NY
  Broker
• Shawna L SklarskyCRD 6099292 · Lower Burrell, PA
  IA RegisteredBroker
• Marion P. SmithCRD 5654467 · Detroit, MI
  IA RegisteredBroker
• Matthew J SmithCRD 5164276 · Boston, MA
  IA RegisteredBroker
• Matthew SmolkoCRD 6541093 · Burlington, MA
  IA RegisteredBroker
• Daniel Patrick SmythCRD 7198363 · Columbus, OH
  IA RegisteredBroker
• Rosemary Alison SobrinskiCRD 7504646 · Conshohocken, PA
  IA RegisteredBroker
• Michael O SolisCRD 4708333 · San Francisco, CA
  IA RegisteredBroker
• Helio Sergio Sousa ErazoCRD 7734029 · Johnston, RI
  IA RegisteredBroker
• Leena SrinivasCRD 6940369 · Sudbury, MA
  IA RegisteredBroker
• Jordan Gary StaveleyCRD 7245609 · San Francisco, CA
  IA RegisteredBroker
• Demetrios StavrouCRD 7661375 · Westlake, OH
  Broker
• Barry P. StelmackCRD 4122253 · Nashua, NH
  Broker
• Alexander Joe StramaskiCRD 7854046 · Pittsburgh, PA
  IA RegisteredBroker
• Brian T SullivanCRD 5020247 · Norwell, MA
  IA RegisteredBroker
• Mackenzie Thomas SwartzCRD 6828160 · Conshohocken, PA
  IA RegisteredBroker
• James Matthew TafelskiCRD 2463362 · Shelby Township, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Seth Nizar TahaCRD 6837047 · Avon, OH
  IA RegisteredBroker
• Shrunjal TalatiCRD 6902560 · West Chester, PA
  Broker
• Yvonne Yunnjinq TanCRD 2345669 · San Francisco, CA
  Broker
• Christine TestoniCRD 5752479 · Cranston, RI
  IA RegisteredBroker
• Thomas Mason TewksburyCRD 2542115 · Cedar Grove, NJ
  BrokerRegistration inactive
• Rubiel TineoCRD 6102427 · Flourtown, PA
  IA RegisteredBroker
• Terence William TinkhamCRD 1733863 · East Greenwich, RI
  IA RegisteredBroker
• Kieth Lu TongCRD 3249902 · Portsmouth, NH
  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.