CITIZENS SECURITIES, INC.
CRD #39550 SEC #801-61902 JOHNSTON, RI 1-800-942-8300
SEC Registered Broker-Dealer Disclosures
Total AUM
$9.2B
Discretionary
$0
Employees
418
Clients
--
Accounts
53,044
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $9.2B | $0 | $9.2B | 418 | 53,044 |
| May 2025 | $9.2B | $0 | $9.2B | 418 | 53,044 |
| Feb 2025 | $9.2B | $0 | $9.2B | 418 | 53,044 |
| Mar 2024 | $7.3B | $0 | $7.3B | 613 | 47,222 |
| Dec 2023 | $7B | $0 | $7B | 613 | 47,802 |
| Mar 2023 | $7B | $0 | $7B | 613 | 47,802 |
| Apr 2022 | $7.7B | $0 | $7.7B | 732 | 45,032 |
| Apr 2022 | $7.7B | $0 | $7.7B | 732 | 45,032 |
| Mar 2022 | $7.7B | $0 | $7.7B | 732 | 45,032 |
| Apr 2021 | $6.6B | $0 | $6.6B | 720 | 40,577 |
| Mar 2021 | $6.6B | $0 | $6.6B | 720 | 40,577 |
| Jan 2021 | $5.3B | $0 | $5.3B | 982 | 35,056 |
| Jun 2020 | $5.3B | $0 | $5.3B | 982 | 35,056 |
| Jun 2020 | $5.3B | $0 | $5.3B | 982 | 35,056 |
| Mar 2020 | $5.3B | $0 | $5.3B | 982 | 35,056 |
| Sep 2019 | $3.6B | $0 | $3.6B | 1,481 | 28,867 |
| Apr 2019 | $3.6B | $0 | $3.6B | 1,481 | 28,867 |
| Mar 2019 | $3.6B | $0 | $3.6B | 1,481 | 28,867 |
| Feb 2019 | $3.6B | $0 | $3.6B | 1,469 | 26,500 |
| Jan 2019 | $3.6B | $0 | $3.6B | 1,469 | 26,500 |
| May 2018 | $3.6B | $0 | $3.6B | 1,469 | 26,500 |
| Mar 2018 | $3.6B | $0 | $3.6B | 1,469 | 26,500 |
| Nov 2017 | $3.6B | $0 | $3.6B | 1,096 | 26,251 |
| Jul 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| Jul 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| Jun 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| May 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| Apr 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| Mar 2017 | $2.8B | $0 | $2.8B | 1,096 | 22,356 |
| Mar 2017 | $2.4B | $0 | $2.4B | 710 | 19,253 |
| Mar 2017 | $2.4B | $0 | $2.4B | 710 | 19,253 |
| Jan 2017 | $2.4B | $0 | $2.4B | 710 | 19,253 |
| Jan 2017 | $2.4B | $0 | $2.4B | 710 | 19,253 |
| Sep 2016 | $2.4B | $0 | $2.4B | 710 | 19,253 |
| Jun 2016 | $27.4B | $0 | $27.4B | 710 | 19,253 |
| Mar 2016 | $27.4B | $0 | $27.4B | 710 | 19,253 |
| Jan 2016 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Nov 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Nov 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Oct 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Sep 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Sep 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Aug 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Jun 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Jun 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Apr 2015 | $2.6B | $0 | $2.6B | 710 | 19,119 |
| Mar 2015 | $2.3B | $0 | $2.3B | 658 | 17,600 |
| Dec 2014 | $2.3B | $0 | $2.3B | 658 | 17,600 |
| Oct 2014 | $2.3B | $0 | $2.3B | 658 | 17,600 |
| Mar 2014 | $2.3B | $0 | $2.3B | 658 | 17,600 |
| Jan 2014 | $1.7B | $0 | $1.7B | 658 | 14,000 |
| Sep 2013 | $1.7B | $0 | $1.7B | 658 | 14,000 |
| Jul 2013 | $1.7B | $0 | $1.7B | 658 | 14,000 |
| Jul 2013 | $1.7B | $0 | $1.7B | 658 | 14,000 |
| Apr 2013 | $1.7B | $0 | $1.7B | 658 | 14,000 |
| Mar 2013 | $1.2B | $0 | $1.2B | 658 | 9,900 |
| Nov 2012 | $1.2B | $0 | $1.2B | 658 | 9,900 |
| May 2012 | $1.2B | $0 | $1.2B | 251 | 9,900 |
| Mar 2012 | $1.2B | $0 | $1.2B | 251 | 9,900 |
| Mar 2011 | $891.7M | $0 | $891.7M | 251 | -- |
| Dec 2010 | $730.9M | $0 | $730.9M | 251 | -- |
| Jun 2010 | $498.3M | $0 | $498.3M | 251 | -- |
| Jul 2009 | $228.1M | $0 | $228.1M | 251 | -- |
| Feb 2009 | $228.1M | $0 | $228.1M | 251 | -- |
| Dec 2007 | $190M | $0 | $190M | 251 | -- |
| Sep 2007 | $80M | $0 | $80M | 251 | -- |
| Mar 2007 | $80M | $0 | $80M | 251 | -- |
| Jan 2007 | $66M | $0 | $66M | 251 | -- |
| Jan 2006 | $46M | $0 | $46M | 501 | -- |
| Sep 2005 | $31M | $0 | $31M | 501 | -- |
| Feb 2005 | $0 | $0 | $0 | 501 | -- |
DateJun 2025
Total AUM$9.2B
Discretionary$0
Non-Disc.$9.2B
Employees418
Clients53,044
DateMay 2025
Total AUM$9.2B
Discretionary$0
Non-Disc.$9.2B
Employees418
Clients53,044
DateFeb 2025
Total AUM$9.2B
Discretionary$0
Non-Disc.$9.2B
Employees418
Clients53,044
DateMar 2024
Total AUM$7.3B
Discretionary$0
Non-Disc.$7.3B
Employees613
Clients47,222
DateDec 2023
Total AUM$7B
Discretionary$0
Non-Disc.$7B
Employees613
Clients47,802
DateMar 2023
Total AUM$7B
Discretionary$0
Non-Disc.$7B
Employees613
Clients47,802
DateApr 2022
Total AUM$7.7B
Discretionary$0
Non-Disc.$7.7B
Employees732
Clients45,032
DateApr 2022
Total AUM$7.7B
Discretionary$0
Non-Disc.$7.7B
Employees732
Clients45,032
DateMar 2022
Total AUM$7.7B
Discretionary$0
Non-Disc.$7.7B
Employees732
Clients45,032
DateApr 2021
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees720
Clients40,577
DateMar 2021
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees720
Clients40,577
DateJan 2021
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees982
Clients35,056
DateJun 2020
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees982
Clients35,056
DateJun 2020
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees982
Clients35,056
DateMar 2020
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees982
Clients35,056
DateSep 2019
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,481
Clients28,867
DateApr 2019
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,481
Clients28,867
DateMar 2019
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,481
Clients28,867
DateFeb 2019
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,469
Clients26,500
DateJan 2019
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,469
Clients26,500
DateMay 2018
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,469
Clients26,500
DateMar 2018
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,469
Clients26,500
DateNov 2017
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees1,096
Clients26,251
DateJul 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateJul 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateJun 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateMay 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateApr 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateMar 2017
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1,096
Clients22,356
DateMar 2017
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees710
Clients19,253
DateMar 2017
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees710
Clients19,253
DateJan 2017
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees710
Clients19,253
DateJan 2017
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees710
Clients19,253
DateSep 2016
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees710
Clients19,253
DateJun 2016
Total AUM$27.4B
Discretionary$0
Non-Disc.$27.4B
Employees710
Clients19,253
DateMar 2016
Total AUM$27.4B
Discretionary$0
Non-Disc.$27.4B
Employees710
Clients19,253
DateJan 2016
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateNov 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateNov 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateOct 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateSep 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateSep 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateAug 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateJun 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateJun 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateApr 2015
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees710
Clients19,119
DateMar 2015
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees658
Clients17,600
DateDec 2014
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees658
Clients17,600
DateOct 2014
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees658
Clients17,600
DateMar 2014
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees658
Clients17,600
DateJan 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees658
Clients14,000
DateSep 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees658
Clients14,000
DateJul 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees658
Clients14,000
DateJul 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees658
Clients14,000
DateApr 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees658
Clients14,000
DateMar 2013
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees658
Clients9,900
DateNov 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees658
Clients9,900
DateMay 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees251
Clients9,900
DateMar 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees251
Clients9,900
DateMar 2011
Total AUM$891.7M
Discretionary$0
Non-Disc.$891.7M
Employees251
Clients--
DateDec 2010
Total AUM$730.9M
Discretionary$0
Non-Disc.$730.9M
Employees251
Clients--
DateJun 2010
Total AUM$498.3M
Discretionary$0
Non-Disc.$498.3M
Employees251
Clients--
DateJul 2009
Total AUM$228.1M
Discretionary$0
Non-Disc.$228.1M
Employees251
Clients--
DateFeb 2009
Total AUM$228.1M
Discretionary$0
Non-Disc.$228.1M
Employees251
Clients--
DateDec 2007
Total AUM$190M
Discretionary$0
Non-Disc.$190M
Employees251
Clients--
DateSep 2007
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees251
Clients--
DateMar 2007
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees251
Clients--
DateJan 2007
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees251
Clients--
DateJan 2006
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees501
Clients--
DateSep 2005
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees501
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees501
Clients--