Citizens Securities, Inc.
RIA
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 8 of 15
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Ashley L KinneyCRD 6707547 · Utica, NYIA RegisteredBroker
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Matoumona Allen KinzonziCRD 5632847 · New York, NYIA RegisteredBroker
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Alexandria Marie KirchnerCRD 6122946 · Macomb, MIIA RegisteredBroker
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Jacob KirkCRD 7539029 · Johnston, RIBroker
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David KnottCRD 7324073 · Acton, MAIA RegisteredBroker
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Jeremy J KoenigCRD 5289929 · Pittsburgh, PAIA RegisteredBroker
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Margaret Mary KoetznerCRD 1902526 · Albany, NYIA RegisteredBroker
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Alexander KravetsCRD 7562871 · Winchester, MAIA RegisteredBroker
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Steven Peter KukCRD 4302398 · N. Smithfield, RIIA RegisteredBroker
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Charles Gilbert KunzelmanCRD 3270367 · Hamden, CTIA RegisteredBrokerDisclosure event(s) on record
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Jessica Leigh KurtzCRD 5721210 · Pittsburgh, PABroker
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Matthew James KaneCRD 8030164 · East Longmeadow, MABroker
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Christian Patrick KasselCRD 7191258 · Cherry Hill, NJIA RegisteredBroker
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Jack Ryan KastenschmidtCRD 7385188 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
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Nicholas Daniel KatherinaCRD 7492197 · Lancaster, PAIA RegisteredBroker
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Craig KaufmanCRD 4762671 · Woodcliff Lake, NJIA RegisteredBroker
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Beka KervalishviliCRD 7138096 · Sicklerville, NJIA RegisteredBroker
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Robert Michael KovalanCRD 8068146 · Allison Park, PAIA RegisteredBroker
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Sean Alexander KramCRD 7239555 · Los Angeles, CAIA RegisteredBroker
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Michael Kevin KrollCRD 7874307 · Elkins Park, PABroker
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Marc A KurzbergCRD 6649634 · Hingham, MAIA RegisteredBroker
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Jessica Albrecht LandrethCRD 4355435 · Conshohocken, PAIA RegisteredBroker
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Christopher Robert LapierreCRD 5350347 · Matawan, NJBroker
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Jeremy Matthew LathropCRD 4311599 · Goffstown, NHIA RegisteredBroker
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Daniel R LavezoliCRD 4153348 · Pittsburgh, PAIA RegisteredBroker
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Sandra Jeanne LefebvreCRD 6519165 · Johnston, RIBroker
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Jill E LeitschCRD 4152728 · Wexford, PAIA RegisteredBroker
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Michael Stephen LeoneCRD 2124726 · Malden, MAIA RegisteredBroker
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Ying Heng Liang StickelCRD 3237139 · Philadelphia, PAIA RegisteredBrokerDisclosure event(s) on record
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Travis Alan LichtenfeldCRD 6538785 · Willoughby, OHIA RegisteredBroker
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Fang-Yu LinCRD 6060525 · Flushing, NYIA RegisteredBroker
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Antonio LisiCRD 2263347 · Dedham, MAIA RegisteredBroker
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Robert S LonardoCRD 4524633 · Johnston, RIIA RegisteredBroker
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Michael Martin LongCRD 7401912 · Concord, MAIA RegisteredBroker
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Lorena M LopezCRD 5061199 · Johnston, RIBroker
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Martha Murphy LordCRD 4573895 · Glen Burnie, MDIA RegisteredBroker
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Matthew Douglas LordCRD 4136950 · Exeter, NHIA RegisteredBroker
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David Lawrence LoughlinCRD 5016338 · Warwick, RIIA RegisteredBroker
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Owen Patrick LovelyCRD 7419404 · Boston, MAIA RegisteredBroker
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Ian LucasCRD 7484939 · Owosso, MIIA RegisteredBroker
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Aaron Julian LucashCRD 7187422 · Bethesda, MDIA RegisteredBroker
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Bailey LucierCRD 7208588 · Loudonville, NYIA RegisteredBroker
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Bonnie LuoCRD 4757748 · Brooklyn, NYBroker
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Kenneth Waldo LussierCRD 2207932 · Johnston, RIBroker
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Kai LackeyCRD 7306713 · Rochester, MIBroker
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Charles LeesCRD 8103746 · Jersey City, NJIA RegisteredBrokerDisclosure event(s) on record
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Robert Chessen LehmannCRD 6504240 · San Francisco, CABroker
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Christopher LepschCRD 7587693 · Pleasant Hills, PABroker
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Sofia LevinaCRD 6771594 · Chestnut Hill, MAIA RegisteredBroker
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David Jordan LevyCRD 7237270 · Fairport, NYIA 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.
SEC IAPD record for firm CRD 39550 ↗
FINRA BrokerCheck record for firm CRD 39550 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.