Citizens Securities, INC.
Johnston, RI·SEC-registered · CRD #39550
Citizens Securities, INC. is an SEC-registered investment advisory firm in Johnston, RI managing $13B across 121k client accounts, with 454 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
121k
Advisory staff
454
Fee model
Fee-only
How Citizens Securities, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Citizens Securities, INC.
How much does Citizens Securities, INC. manage?
Per its most recent SEC Form ADV filing (04/14/2026), Citizens Securities, INC. reports $13B in regulatory assets under management across roughly 121k client accounts.
How does Citizens Securities, INC. charge?
Citizens Securities, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Citizens Securities, INC. a fiduciary?
Yes. Citizens Securities, INC. is registered with the U.S. Securities and Exchange Commission (CRD #39550), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Citizens Securities, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Citizens Securities, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Citizens Securities, INC.'s public SEC Form ADV filing (CRD #39550, filed 04/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Citizens Securities, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Citizens Securities, INC.? Claim this profile.