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Mitchell Crosby

Citizens Securities, Inc.

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About Mitchell Crosby

Mitchell Crosby is a registered representative with Citizens Securities, Inc. Mitchell has been in the securities industry for over a year. Mitchell is also a registered investment advisor representative in Rhode Island. Mitchell's current registration began on April 28, 2023, and Mitchell has passed the Series 66, Series 7TO and SIE exams. Mitchell has a long history in the service industry including working for Starbucks Coffee Company, Hit The Liquid LLC, Warwick Hotel Associates - Crowne Plaza Hotel, US Concepts LLC, Crosby Brothers LLC, Fidelity Investments and more. In addition to Mitchell's work at Citizens Securities, Inc. Mitchell is also a social media manager for Crosby Brothers LLC, and a notary public.

Firm Information

Mitchell Crosby 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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Mitchell Crosby’s Registration & Firm History

RI

04/28/2023 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

11/28/2022 - 04/07/2023

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 01/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Crosby.
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