Citizens Securities, Inc.

Overview

Citizens Securities, Inc. operates as a corporate insurance broker-dealer that has been SEC-registered since 2003. The firm serves both individual & family and institutional clients and earns advisory fees on a percentage-of-AUM basis. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Business activities listed for the firm center on broker-dealer and insurance brokerage functions rather than acting as a discretionary capital allocator. The firm is identified as an active ESG investor and participates in a variety of industry affiliations that extend beyond a single distribution channel, including relationships with banking, trust, and insurance entities. Citizens Securities is not characterized as a multi-state registered investment adviser in the source data and is not described as a pension consultant or related adviser.

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