Citizens Securities

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Last updated: February 23rd, 2020. 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
Rank (United States) Not Ranked
Advisors Directory View Directory
Minimum Investment $50,000
Average Client Balance $123,730
Total AUM $3.6 billion
Advisor / Client Ratio 1:69
Headquarters Dedham, MA
SEC Filings View SEC IAPD 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

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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