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Brian R Shreve

Citizens Securities, Inc.

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About Brian R Shreve

Brian Shreve is a financial advisor with over 13 years of experience in the financial services industry. Brian is currently registered with Citizens Securities, Inc. and holds Series 66, 7, and SIE licenses. Brian has previously worked with PNC Investments. Brian is an experienced financial advisor who helps individuals and businesses reach their financial goals. Brian's expertise includes financial planning, portfolio management, and selection of other advisors.

Firm Information

Brian Shreve 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 Shreve’s Registration & Firm History

OH

12/24/2018 - Present

Citizens Securities, Inc. (PARMA OH)

OH

02/14/2013 - 12/22/2016

PNC INVESTMENTS (CLEVELAND OH)

OH

10/29/2010 - 01/17/2013

EDWARD JONES (WILMINGTON OH)

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Licenses & Designations

BOTH

Issued 12/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian R Shreve. Review regulatory record here.
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