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Megan Ruo

Citizens Securities, Inc.

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About Megan Ruo

Megan Ruo is an investment advisor representative registered with Citizens Securities, Inc. Megan has been in the securities industry since February 2013 and has experience with a variety of financial products and services, including investment advisory services, portfolio management, financial planning, and selection of other advisors. Megan holds the Series 6, 7, 63 and 65 licenses and is currently registered with the states of Connecticut, Florida, North Carolina, Rhode Island and Texas. Megan has previously worked with Sorrento Pacific Financial, LLC and Santander Securities, LLC. Megan is committed to providing her clients with the highest quality financial advice and guidance to help them achieve their financial goals.

Firm Information

Megan Ruo 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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Megan Ruo’s Registration & Firm History

RI

09/12/2024 - Present

Citizens Securities, Inc. (CRANSTON RI)

RI

11/27/2017 - 02/20/2018

SANTANDER SECURITIES LLC (PROVIDENCE RI)

MA

07/17/2017 - 11/17/2017

SORRENTO PACIFIC FINANCIAL, LLC (WALPOLE MA)

MA

02/18/2013 - 07/17/2017

CITIZENS SECURITIES, INC. (FOXBORO MA)

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Licenses & Designations

IA

Issued 03/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Ruo.
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