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David Billings Reynolds

Citizens Securities, Inc.

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About David Billings Reynolds

David Billings Reynolds is an active investment advisor representative with Citizens Securities, Inc. based in Montville, CT. David has been in the securities industry since August 1986. David holds licenses in Connecticut, New Hampshire, and New Jersey. David has experience with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, INFINEX INVESTMENTS, INC., and ONEAMERICA SECURITIES, INC., among others. David works with individuals, corporations, and high-net-worth individuals.

Firm Information

David Reynolds 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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David Reynolds’s Registration & Firm History

CT

07/02/2024 - Present

Citizens Securities, Inc. (MONTVILLE CT)

MA

05/18/2016 - 12/02/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HADLEY MA)

CT

06/05/2014 - 04/25/2016

INFINEX INVESTMENTS, INC. (SUFFIELD CT)

IN

05/25/2007 - 06/25/2014

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

NC

10/16/2000 - 08/01/2005

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

CT

12/17/1997 - 10/13/2000

USI SECURITIES, INC. (GLASTONBURY CT)

MA

06/11/1998 - 12/31/1998

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

NH

04/01/1992 - 06/09/1998

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

CT

01/30/1990 - 04/29/1992

COBURN & MEREDITH, INC. (SIMSBURY CT)

NY

09/29/1988 - 12/06/1989

FIRST ALBANY CORPORATION (NEW YORK NY)

NA

05/04/1984 - 08/05/1988

NORTH AMERICAN INVESTMENT CORP.

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Licenses & Designations

IA

Issued 11/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/1997

Series 24 - General Securities Principal Examination

BC

Issued 04/14/1984

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Billings Reynolds.
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