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 9 of 15

• David W LewisCRD 2172302 · Portsmouth, NH
  IA RegisteredBroker
• Regina Simone LewisCRD 7879718 · Ferndale, MI
  IA RegisteredBroker
• Jason Anthony LicataCRD 5344407 · Queensbury, NY
  IA RegisteredBroker
• Scott LiebCRD 6772973 · Denver, CO
  IA RegisteredBroker
• Ping LinCRD 5817031 · Williamsville, NY
  IA RegisteredBroker
• Charles Calogero LociceroCRD 2544882 · Mount Laurel, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Edmund LongueilCRD 4218066 · Hyannis, MA
  IA RegisteredBroker
• Brandon LorenzCRD 7241202 · Conshohocken, PA
  IA RegisteredBroker
• Edward Michael LynchCRD 8077864 · New York, NY
  IA RegisteredBroker
• Kieran J LynchCRD 2031471 · Woodcliff Lake, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Graham MacdonaldCRD 4709033 · Syracuse, NY
  Broker
• Andrew David MacleodCRD 5672242 · Johnston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Rashid MahmoodCRD 6147672 · Portsmouth, RI
  IA RegisteredBroker
• Brian Robert MaitlandCRD 3259850 · Rocky Hill, CT
  IA RegisteredBroker
• Rachel Elisabeth ManciniCRD 6128344 · Johnston, RI
  IA RegisteredBroker
• Matthew James MapleyCRD 5378972 · Canton, OH
  IA RegisteredBroker
• James Arvid MarksCRD 4632848 · Pittsburgh, PA
  IA RegisteredBroker
• Lionel Rodriques MartinaCRD 7857005 · Medford, MA
  IA RegisteredBroker
• Leeann Christa MartinoCRD 6818476 · Manchester, NH
  IA RegisteredBroker
• Michael K MathewsCRD 4982695 · Coventry, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Chad McconnellCRD 6542839 · Monroeville, PA
  IA RegisteredBroker
• Peter Joseph MchughCRD 4182178 · Johnston, RI
  Broker
• Michael Patrick MckeeverCRD 3264586 · Horsham, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Mark McnamaraCRD 1212130 · Sandwich, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Patricia McquadeCRD 6863294 · Boston, MA
  Broker
• David Roger MelloCRD 2558381 · Woonsocket, RI
  IA RegisteredBroker
• Dylan Joseph MenardCRD 7859759 · Johnston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Jay Alfred MenesaleCRD 2566620 · Johnston, RI
  BrokerRegistration inactive
  Disclosure event(s) on record
• Joshua Edward MeyerCRD 4494849 · Washington, PA
  IA RegisteredBroker
• Rosemary Valarie MillerCRD 4262386 · Johnston, RI
  IA RegisteredBroker
• Lawson J. MitchellCRD 4292261 · Pawtucket, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Hinesh R ModiCRD 3206504 · Dover, DE
  IA RegisteredBroker
• Abdullahi H MohamedCRD 6422476 · Westwood, MA
  IA RegisteredBroker
• Pye Lwi MoiizCRD 2955154 · Mattapan, MA
  IA RegisteredBroker
• Stewart MondayCRD 5595889 · Johnston, RI
  Broker
• Daniel Matthew MooreCRD 2956686 · Flourtown, PA
  IA RegisteredBroker
• Taylor Joseph MorrisonCRD 4661142 · Lexington, MA
  IA RegisteredBroker
• Jessica Lynn MorrowCRD 6250525 · Conshohocken, PA
  IA RegisteredBroker
• Paul Christopher MottolaCRD 2074020 · Johnston, RI
  Broker
• Douglas Scott MoxhamCRD 4412013 · Marlton, NJ
  IA RegisteredBroker
• Patrick Stephen MullenCRD 4428339 · West Chester, PA
  IA RegisteredBroker
• Dawn Kimberly MullenaxCRD 3247481 · Middleburg Heights, OH
  IA RegisteredBroker
• Robert A MunozCRD 6405087 · Mystic, CT
  IA RegisteredBroker
• Joseph S. MuratoreCRD 4423273 · Rochester, NY
  IA RegisteredBroker
• Michael Patrick MurphyCRD 1703888 · Westwood, MA
  Broker
• Donald Jordan MackCRD 7237154 · Broadview Heights, OH
  IA RegisteredBroker
• Ritu MakinCRD 6733490 · New York, NY
  Broker
• Nicholas MannCRD 7205614 · Johnston, RI
  IA RegisteredBroker
• Stephanie Nichols MarcelloCRD 4078613 · Old Lyme, CT
  IA RegisteredBroker
• Randall Rosendo MarquezCRD 4264308 · Chatham, NJ
  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.