Unclaimed Profile

Chad Arnold

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island

SIE, Series 7, Series 9, Series 10, Series 23, Series 52, Series 63, Series 66, Series 99TOCFPClean record23 years registeredCITIZENS SECURITIES, INC.

ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 3076401Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Arnold · JOHNSTON, RI

Registration

CRD #3076401 · CITIZENS SECURITIES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CITIZENS SECURITIES, INC.

ADVICE AND PLANNING SERVICES

Dec 2005 – Nov 2019

HOUSTON, TX

CHARLES SCHWAB & CO., INC.

Feb 2003 – Oct 2005

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 23

Series 52

Series 63

Series 66

Series 99TO

Registration record

First registered · February 6, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CITIZENS SECURITIES, INC.

CRD 39550 · SEC 801-61902

AUM

$7.3B

Regulatory assets under management

Employees

613

47,222 client accounts

Services offered by CITIZENS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CITIZENS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Chad Arnold offer?

Chad Arnold specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Chad Arnold's credentials?

Chad Arnold holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Arnold located?

Chad Arnold is based in JOHNSTON, Rhode Island, last registered with CITIZENS SECURITIES, INC..

How does Chad Arnold charge for services?

Chad Arnold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITIZENS SECURITIES, INC.?

CITIZENS SECURITIES, INC. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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