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Roy Corr

Citizens Securities, Inc.

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About Roy Corr

Roy Corr is a financial advisor with over 24 years of experience in the industry. Roy has held positions at several prominent financial institutions, including NationsBanc Montgomery Securities, CS First Boston, and Claymore Securities, Inc. Roy is currently registered with Citizens Securities, Inc. and Clarfeld. Roy is licensed to provide investment advice and securities trading services in New York. Roy's specializations include advising high-net-worth individuals and corporations.

Firm Information

Roy Corr 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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Roy Corr’s Registration & Firm History

MA

10/10/2024 - Present

Citizens Securities, Inc. (WESTWOOD MA)

CA

06/20/2016 - 08/06/2018

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

IL

11/25/2009 - 07/30/2010

CLAYMORE SECURITIES, INC. (CHICAGO IL)

NY

05/14/2003 - 12/03/2007

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

CA

03/11/1999 - 12/02/2002

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

NY

10/01/1997 - 03/11/1999

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

02/20/1996 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NY

05/25/1995 - 02/16/1996

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

02/27/1990 - 05/02/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/25/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/1997

Series 4 - Registered Options Principal Examination

BC

Issued 08/25/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/25/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1998

Series 3 - National Commodity Futures Examination

BC

Issued 02/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roy Corr.
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