Citizens Securities, Inc.

Overview

Citizens Securities, Inc. is a Broker Dealer and registered investment adviser based in Johnston, RI, registered since 1996. It reports $12.9B in assets under management across 60,545 accounts, with 471 employees. Its 1,010 registered representatives work across 478 branch offices in 16 states.

Reported AUM

$12.9B

Accounts

60,545

Average account

$213K

Employees

471

Registered reps

1,010

Branch offices

478

Registered since

1996

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Other
• Retirement/Pension Products
• 6 more

Executive officers 3 of 4

• Michael Cherny President CRD 4864410
• Chad Arnold Chief Operating Officer, Wealth Executive Vice President, Chief Operating Officer Wealth CRD 3076401
• David Howard Shore Chief Compliance Officer CRD 2106767

1 more executive officer, with direct contact details

Registered reps 3 of 1,010

• Yaldez Abdel-Samed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5623606
• Alex Richard Aborn Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7625126
• Wilma Karina Abreu Bueno Registered Rep CRD 8033536

1,007 more registered reps, with emails, phones and branch locations

Location

Headquarters

1 Citizens Bank Way # 135
Johnston, RI 02919

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Branch offices

478 in 16 states, including New York, NY, Pittsburgh, PA and Boston, MA

Registrations

• SEC registered, corporation formed in Rhode Island
• Registered in 53 jurisdictions
• Website: citizensbank.com

Every state, with registration dates

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