Citizens Securities Review

Trust Score 81%
Trust Score info_outline

Citizens Securities, federally registered in 2003, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 424 advisors. Citizens Securities manages $3.6 billion and provides investment advisory services for 57,734 clients (1:137 advisor/client ratio). This firm has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $50,000
Avg Account Balance $61,865
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $3.6 billion
Advisor / Client Ratio 1:137
Headquarters Dedham, MA
SEC Filings Forms and Brochures
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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