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 14 of 15

• Stephanie Nicole TrevertonCRD 6560647 · Huntington, NY
  Broker
• Shilah Ashley TateCRD 7217070 · New Bedford, MA
  IA RegisteredBroker
• Matthew Paul ThomasCRD 5665293 · West Hartford, CT
  IA RegisteredBroker
• Zack Steven ThompsonCRD 7599491 · Cranston, RI
  IA RegisteredBroker
• Prescilla Ting-MurphyCRD 7487826 · Freehold, NJ
  IA RegisteredBroker
• Pablo Andres Torrico AlvarezCRD 7615541 · Sylvania, OH
  IA RegisteredBroker
• Michael Anthony TrotterCRD 7243492 · Boston, MA
  IA RegisteredBroker
• Marc Perry TuttleCRD 6839552 · Johnston, RI
  Broker
• Joseph UrsinoCRD 2746724 · New York, NY
  Broker
• Clifford UsherCRD 7497761 · Somerville, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason J VaglioCRD 4276832 · Rockville Centre, NY
  IA RegisteredBroker
• Brian Scott ValcourtCRD 4299503 · Smithfield, RI
  IA RegisteredBroker
• John T ValentineCRD 4724576 · Westwood, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Jo VanadiaCRD 5807085 · Chagrin Falls, OH
  IA RegisteredBroker
• Jesse VazquezCRD 7396615 · Johnston, RI
  Broker
• Ryan Scott VernonCRD 2137293 · Swampscott, MA
  IA RegisteredBroker
• James Francis ViceconteCRD 1772192 · Westwood, MA
  IA RegisteredBroker
• Christopher Anton ValleyCRD 7470323 · Westwood, MA
  IA RegisteredBroker
• Kyle A Vander SchauwCRD 7812717 · Conshohocken, PA
  IA RegisteredBroker
• Erik Francisco VasquezCRD 7836969 · Commack, NY
  IA RegisteredBroker
• Jonathan VazquezCRD 6049992 · Beachwood, OH
  IA RegisteredBroker
• Robert Michael VilbigCRD 7131335 · Franklin Square, NY
  IA RegisteredBroker
• Lindsay VinaccoCRD 7768020 · Johnston, RI
  Broker
• David VisiniCRD 7660832 · Lawrence, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Fabio VozilaCRD 3161395 · New York, NY
  IA RegisteredBroker
• Augustin VulajCRD 6578832 · Palm Beach, FL
  Broker
• Darren Andrew WaldCRD 2592911 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Francis WalthouseCRD 5018484 · East Lyme, CT
  IA RegisteredBroker
• Nicholas R WatneCRD 3135342 · Johnston, RI
  Broker
• Linda Sue WellingtonCRD 6070455 · Washington, PA
  IA RegisteredBroker
• Nicole L WelshCRD 6435212 · Johnston, RI
  IA RegisteredBroker
• Elise Claire WenCRD 4548202 · San Francisco, CA
  Broker
• Benjamin Michael WestCRD 4328990 · Johnston, RI
  Broker
• Curtis John WhitcombCRD 7672601 · Merrimack, NH
  IA RegisteredBroker
• Joel Matthew WhiteCRD 4799111 · Fairhaven, MA
  IA RegisteredBroker
• Philip Douglas WhiteCRD 4206927 · Barrington, RI
  IA RegisteredBroker
• David Jonathan WilcoxCRD 4317735 · Hampton Bays, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Robbie Lynne WilliamsCRD 4279172 · Voorhees, NJ
  IA RegisteredBroker
• Steven Douglas WilliamsCRD 2958491 · Reading, PA
  IA RegisteredBroker
• Mark Joseph WilsonCRD 2282522 · Johnston, RI
  Broker
• Stephen Jude WilsonCRD 5921615 · Mystic, CT
  IA RegisteredBroker
• Jeffrey Peter WithingtonCRD 2227623 · Nashua, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Bryce L WitnerCRD 6190180 · Cumberland, RI
  IA RegisteredBroker
• Krista Deann WittmaackCRD 2577242 · Gilbert, AZ
  IA RegisteredBroker
• Ronald L WoodsCRD 7712997 · Wilmington, DE
  IA RegisteredBroker
• Kadeem Rogier WrightCRD 7281942 · Sharon, MA
  IA RegisteredBroker
• Trevor A WadeCRD 7367720 · Los Angeles, CA
  IA RegisteredBroker
• Roberta M WagnerCRD 3236402 · Victor, NY
  IA RegisteredBroker
• Philip WarnerCRD 5763958 · Akron, OH
  IA RegisteredBroker
• Lauren Elizabeth WeindorfCRD 7569557 · Erie, PA
  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.