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Phillip Mark Grandison

Citizens Securities, Inc.

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About Phillip Mark Grandison

Phillip Mark Grandison has been in the financial industry since 2006. Phillip is currently registered with Citizens Securities, Inc. and is located in Brooklyn, NY. Phillip has previously worked for HSBC Securities (USA) INC., WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, FIRST HUDSON FINANCIAL GROUP, INC., VFINANCE INVESTMENTS, INC, and WALNUT STREET SECURITIES, INC. Phillip is licensed in Connecticut, New Jersey, New York and South Carolina. Phillip holds the Series 7, Series 63, Series 65 and SIE licenses. In addition to his role as a registered representative, Phillip is also the owner of Philip Grandison, Inc., a custom clothing company.

Firm Information

Phillip Grandison 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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Phillip Grandison’s Registration & Firm History

NY

05/22/2024 - Present

Citizens Securities, Inc. (BROOKLYN NY)

NY

06/11/2013 - 02/22/2022

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

FL

10/06/2011 - 01/17/2013

WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)

NY

06/08/2007 - 07/30/2010

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

04/06/2006 - 06/12/2007

METLIFE SECURITIES INC. (WHITE PLAINS NY)

NY

04/06/2006 - 06/12/2007

METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)

NY

07/22/2005 - 01/04/2006

FIRST HUDSON FINANCIAL GROUP, INC. (NEW YORK NY)

FL

02/04/2005 - 07/29/2005

VFINANCE INVESTMENTS, INC (BOCA RATON FL)

CA

10/04/2004 - 03/24/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 05/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Mark Grandison.
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