Citizens Investment Advisors
CRD 112738SEC# 801-60253Johnston, RI
No longer SEC-registered. Citizens Investment Advisors appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
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Accounts
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Location
Johnston, RI
Citizens Investment Advisors assets under management
Citizens Investment Advisors operates as an SEC-registered investment adviser based in Johnston, RI.
Citizens Investment Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Citizens Financial Group, Inc. Control | Citizens Bank, N.a. | Over 75% | 2005 |
| David Howard Shore Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
Where is Citizens Investment Advisors located?
Citizens Investment Advisors is based in Johnston, RI.
Does Citizens Investment Advisors disclose fund performance?
Citizens Investment Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Citizens Bank Way, Jcb135, Johnston, RI 02919 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | Yes |