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 15 of 15

• Mitchell WeitzCRD 5358240 · San Francisco, CA
  IA RegisteredBroker
• Jackson WellmanCRD 8087596 · New Bedford, MA
  IA RegisteredBroker
• Michael Alan WellmonCRD 7213406 · Grove City, PA
  IA RegisteredBroker
• Terrance WhiteCRD 7323599 · Brooklyn, NY
  IA RegisteredBroker
• John WilliamsCRD 6398682 · Westlake Village, CA
  IA RegisteredBroker
• Lance WilsonCRD 7210547 · Brooklyn, NY
  Broker
• Andrew John WoodCRD 6930436 · Westwood, MA
  IA RegisteredBroker
• Kyle Jeffrey WoodCRD 6223133 · Westwood, MA
  IA RegisteredBroker
• Thomas Jason WorsleyCRD 4480067 · West Warwick, RI
  IA RegisteredBroker
• Linda Meejung YangCRD 5834322 · Beverly Hills, CA
  IA RegisteredBroker
• David YawitzCRD 6620486 · New York, NY
  IA RegisteredBroker
• Roy YehudaCRD 7186961 · Newton, MA
  IA RegisteredBroker
• Amy Elizabeth YesnachCRD 1830779 · Taylor, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher M YoungCRD 6311909 · Bedford, NH
  IA RegisteredBroker
• Dawei YanCRD 7463507 · Philadelphia, PA
  IA RegisteredBroker
• Christopher YappelCRD 6701006 · Twinsburg, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Osapa YawsonCRD 6110627 · Hadley, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Feili YeCRD 4193668 · New York, NY
  Broker
• Laura Liu YickCRD 2938540 · San Francisco, CA
  IA RegisteredBroker
• Andreen YousifCRD 7664882 · Clinton Township, MI
  IA RegisteredBroker
• Leon Z YuanCRD 7367205 · New York, NY
  IA RegisteredBroker
• Roberto Carlos ZamoraCRD 6290011 · Syracuse, NY
  Broker
• Joseph Francis ZancaCRD 1803000 · Braintree, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Cindy Lee ZieglerCRD 3144832 · Rochester, NY
  IA RegisteredBroker
• Marcos David Zhang SolisCRD 7806219 · Johnston, RI
  Broker
• Caitlin Marie ZinnoCRD 7283383 · N. Providence, RI
  IA RegisteredBroker
• Mohammed ZubairuCRD 4144384 · Southampton, 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.