Citizens Securities, Inc.

Overview

Citizens Securities, Inc. operates as a corporate insurance broker-dealer that also provides advisory services. The firm has been SEC-registered since 2003 and serves both individual & family clients and institutional accounts. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Compensation is primarily percentage-of-assets-under-management. The firm identifies as an active ESG investor and lists a range of institutional affiliations that include broker-dealer, other investment adviser, registered security‑based swap dealer, banking or thrift institution, trust company, and insurance company. Citizens Securities is not classified as a capital allocator.

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