Kevin John Carvalho
Chief Financial OfficerCitizens Securities, Inc.CRD 6115556
About Kevin John Carvalho
Kevin John Carvalho is listed as Chief Financial Officer at Citizens Securities, Inc. in Johnston, RI. Form ADV reports a beneficial ownership band of Under 5%. Kevin John Carvalho is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Citizens Securities, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin John Carvalho work?
Kevin John Carvalho is listed as Chief Financial Officer at Citizens Securities, Inc. on SEC Form ADV.
How much of Citizens Securities, Inc. does Kevin John Carvalho own?
Form ADV reports a beneficial ownership band of Under 5%.
Citizens Securities, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Clarfeld Financial Advisors, LLC
| Title | Controller |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |