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Michael Cherny

Citizens Securities, Inc.

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About Michael Cherny

Michael Cherny is a registered representative with Citizens Securities, Inc. Michael Cherny's registration with Citizens Securities, Inc. began in January of 2024. Prior to working at Citizens Securities, Inc., Michael Cherny worked at J.P. MORGAN SECURITIES LLC from October 2012 to January 2024. Michael Cherny is licensed in 13 states. Michael Cherny has a total of 10 active registrations including 1 approved FINRA registrations and 7 approved state registrations. Michael Cherny is also a registered investment advisor. Michael Cherny's investment advisor registration with Citizens Securities, Inc. began in January of 2024. Prior to working at Citizens Securities, Inc., Michael Cherny worked at J.P. MORGAN SECURITIES LLC from October 2012 to January 2024. Michael Cherny is licensed in 13 states. Michael Cherny has a total of 10 active registrations including 1 approved FINRA registrations and 6 approved state registrations. Michael Cherny has over 19 years of experience in the securities industry. Michael Cherny has passed 9 professional exams, including Series 66, Series 9, Series 10, Series 4, Series 53, Series 24, Series 52TO, SIE, Series 31 and Series 7. Michael Cherny has several outside business activities including: GBIJ AM, LLC, GBIJ KP REALTY, LLC, GBIJ REALTY, LLC and GBIJ MASTHOPE LLC. Michael Cherny works at the Westwood, Massachusetts location of Citizens Securities, Inc.

Firm Information

Michael Cherny 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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Michael Cherny’s Registration & Firm History

MA

05/03/2024 - Present

Citizens Securities, Inc. (WESTWOOD MA)

NY

10/01/2012 - 01/24/2024

J.P. MORGAN SECURITIES LLC (Brooklyn NY)

NY

12/08/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

04/25/2005 - 12/05/2005

MORGAN STANLEY DW INC. (JERICHO NY)

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Licenses & Designations

BOTH

Issued 05/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/30/2012

Series 4 - Registered Options Principal Examination

BC

Issued 01/25/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 04/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Cherny.
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