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 7 of 15

• William HanganCRD 6334028 · Woonsocket, RI
  IA RegisteredBroker
• Lauren M HartiganCRD 7214514 · Johnston, RI
  IA RegisteredBroker
• Furqan HassanCRD 6609583 · Amherst, NY
  IA RegisteredBroker
• Sadie HaugoCRD 7548435 · San Francisco, CA
  Broker
• Cara Marie HayesCRD 7070912 · Syosset, NY
  IA RegisteredBroker
• Dmitriy HazanCRD 6866802 · New York, NY
  IA RegisteredBroker
• Elizabeth Girvin HegartyCRD 1640996 · Providence, RI
  IA RegisteredBroker
• Patrick George HellerCRD 2123083 · Mechanicsburg, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Will Heaton HendricksCRD 6225718 · River Forest, IL
  IA RegisteredBroker
• Sean Patrick HennessyCRD 4384854 · Westwood, MA
  Broker
• Frederick HepferCRD 2533083 · Clifton Park, NY
  IA RegisteredBroker
• David K. HerringtonCRD 6095457 · Melville, NY
  IA RegisteredBroker
• Michael Robert HerronCRD 2692410 · Redmond, WA
  IA RegisteredBroker
• Daniel Kawika HigashiCRD 6860591 · Chagrin Falls, OH
  IA RegisteredBroker
• Shawn Patrick HolahanCRD 7986418 · Rochester, NY
  IA RegisteredBroker
• Ryan T HornerCRD 6890792 · Johnston, RI
  IA RegisteredBroker
• Sam HsiaoCRD 6512273 · New York, NY
  IA RegisteredBroker
• Jacob HurleyCRD 7513643 · Stoughton, MA
  IA RegisteredBroker
• Lee Francis HurneyCRD 2916250 · Arlington, MA
  IA RegisteredBroker
• Johanna ImhofCRD 4822197 · Naples, FL
  IA RegisteredBroker
• Ruhan InanogluCRD 5508121 · Westwood, MA
  IA RegisteredBroker
• Timothy Gregory IgoCRD 7743799 · Chestnut Hill, MA
  IA RegisteredBroker
• Ahmed IqbalCRD 6927455 · New Haven, CT
  IA RegisteredBroker
• Ken Gerard ItohCRD 7709108 · Warwick, RI
  Broker
• Carol Ann JacksonCRD 4654332 · Hudson, MA
  IA RegisteredBroker
• Robert Edward JeanCRD 2025893 · Raymond, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig Dennis JohnsonCRD 4273908 · Nashua, NH
  IA RegisteredBroker
• Paige Lynn JohnsonCRD 1266422 · Monroeville, PA
  Broker
• Karen Lynn JohnstonCRD 4539178 · Westwood, MA
  IA RegisteredBroker
• David Michael JosephCRD 4777092 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert JosephCRD 7751412 · Johnston, RI
  Broker
• William Gerard JacquesCRD 4036500 · Norwell, MA
  IA RegisteredBroker
• Sean William JagoCRD 7053489 · Whitehouse, NJ
  IA RegisteredBroker
• Sameer JahangiriCRD 7474575 · Clark, NJ
  Broker
• Kenneth Michael JarvisCRD 5263743 · Wexford, PA
  IA RegisteredBroker
• Ricardo Almedia JesuinoCRD 8033481 · North Kingstown, RI
  IA RegisteredBroker
• Laura Elizabeth JohnCRD 6614467 · Camp Hill, PA
  Broker
• Darren JohnsCRD 4881453 · Glenshaw, PA
  IA RegisteredBroker
• Brian JohnsonCRD 5887951 · Stow, OH
  IA RegisteredBroker
• Rodger A JordanCRD 6616256 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew E KallioCRD 4890585 · Solon, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Neerja KallooCRD 4470077 · Lexington, MA
  IA RegisteredBroker
• David Donald KarbonCRD 5037043 · Birmingham, MI
  IA RegisteredBroker
• Joel KaufmanCRD 827154 · Wellington, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nathan Andrew KaufmanCRD 4573932 · Westlake, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• William John KellerCRD 4115146 · Lansdale, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Louis KensingerCRD 1284018 · Westwood, MA
  Broker
• Adam I KhalifaCRD 5566096 · Boalsburg, PA
  IA RegisteredBroker
• Joanna D KhanCRD 3125179 · Stoughton, MA
  IA RegisteredBroker
• Robert Michael KiffCRD 2906124 · New York, NY
  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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.