CRD: 39550
Citizens Securities, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-1996
- Office Locations
- 492
Office Locations
About Citizens Securities, Inc.
Citizens Securities, Inc. is the broker-dealer/wealth arm affiliated with Citizens Bank, supporting retail and institutional distribution. The firm provides financial and wealth planning (retirement, estate, tax, college and insurance planning) and portfolio construction for clients including entrepreneurs, with access to mutual funds, fixed income, annuities and alternative strategies (e.g., private equity and real estate). Technology and custody include Envestnet/Black Diamond and Fidelity/NFS.
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Owner & Executives
Chad Arnold
CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #3076401
- Ownership
- Less than 5%
KEVIN JOHN CARVALHO
Chief Financial Officer, CONTROLLER
- CRD
- #6115556
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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FRANCIS ASUGYA ABANGA
Financial Advisor, General Partner
- CRD
- #5430296
YALDEZ ABDEL SAMED
--
- CRD
- #5623606
Showing 2 of 1006 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,868,719,975 | $212,548 |
| Total | $12,868,719,975 | $212,548 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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