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Brian Philip Hayner

Citizens Securities, Inc.

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About Brian Philip Hayner

Brian Hayner is a financial advisor with Citizens Securities, Inc. Brian has been in the securities industry since 1990 and is registered with the state of California. Brian is registered with FINRA as a registered representative and has an active investment advisor representative license. Brian has earned the Series 6, Series 7, Series 63, and Series 65 licenses. Brian is also a partner in a rental company and owns multiple properties. Brian's areas of expertise include financial planning and portfolio management for individuals.

Firm Information

Brian Hayner is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Hayner’s Registration & Firm History

NY

01/03/2020 - Present

Citizens Securities, Inc. (ROCHESTER NY)

OH

03/15/1999 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IA

01/12/1998 - 03/15/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

09/11/1996 - 12/31/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

07/11/1994 - 09/09/1996

COMMUNITY SECURITIES, INC. (ROCHESTER NY)

CT

05/02/1994 - 08/13/1994

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MA

06/13/1990 - 03/03/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/13/1990 - 03/03/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 03/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/12/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Philip Hayner. Review regulatory record here.
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