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Meghan Elizabeth Kelly

Citizens Securities, Inc.

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About Meghan Elizabeth Kelly

Meghan Kelly is a financial advisor registered with Citizens Securities, Inc. and has been in the industry since August 2021. Meghan is also a registered investment advisor in Pennsylvania and New Jersey. Meghan has a wide range of experience in the financial services industry. Her previous employers include Northwestern Mutual Investment Services, LLC, W&S Brokerage Services, Inc., and Wells Fargo Clearing Services, LLC. Meghan holds Series 63, Series 66, and Series 7TO securities licenses.

Firm Information

Meghan Kelly 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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Meghan Kelly’s Registration & Firm History

PA

01/06/2025 - Present

Citizens Securities, Inc. (KING OF PRUSSIA PA)

PA

12/08/2022 - 04/06/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)

PA

09/17/2020 - 03/21/2022

W&S BROKERAGE SERVICES, INC. (WAYNE PA)

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Licenses & Designations

BOTH

Issued 10/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/17/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Meghan Elizabeth Kelly.
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