Citizens Securities, Inc.

Overview

Citizens Securities, Inc. is organized as a corporation that operates as an insurance broker‑dealer and broker‑dealer, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm serves both individual & family clients and institutional clients, charging advisory fees on a percentage of assets under management. Citizens Securities is registered with the SEC and lists 2003 as its registration year. The firm identifies itself as an active ESG investor and does not position itself as a direct capital allocator; instead it relies on third‑party managers and product solutions. Industry affiliations reported include broker‑dealer, other investment adviser, registered security‑based swap dealer, banking or thrift institution, trust company, and insurance company.

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Investments & Alternatives

Location & Offices