Citizens Securities Review

Trust Score 81%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Citizens Securities, federally registered in 2003, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 424 advisors. Citizens Securities manages $3.6 billion and provides investment advisory services for 28,867 clients (1:69 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $123,730
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $3.6 billion
Advisor / Client Ratio 1:69
Headquarters Dedham, MA
SEC Filings Forms and Brochures    (CRD # 39550)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI

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