Unclaimed Profile

Michael Cherny

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 52TO, Series 53, Series 66Clean record20 years registeredCITIZENS SECURITIES, INC.

ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 4864410Firm CRD# 39550

Profile Verification

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

Identity

Michael Cherny · JOHNSTON, RI

Registration

CRD #4864410 · CITIZENS SECURITIES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CITIZENS SECURITIES, INC.

Feb 2024 – present

J.P. MORGAN SECURITIES LLC

Oct 2012 – Jan 2024

Brooklyn, NY

CHASE INVESTMENT SERVICES CORP.

Dec 2005 – Oct 2012

NEW YORK, NY

MORGAN STANLEY

Sep 2005 – Dec 2005

JERICHO, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 31

Series 52TO

Series 53

Series 66

Registration record

First registered · September 20, 2005

Years registered · 20

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JOHNSTON?

Browse all registered financial advisors in JOHNSTON, Rhode Island or claim this profile if it's yours.

Browse JOHNSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Cherny offer?

Michael Cherny specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JOHNSTON, Rhode Island for a consultation.

What are Michael Cherny's credentials?

Michael Cherny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Cherny located?

Michael Cherny is based in JOHNSTON, Rhode Island, working with CITIZENS SECURITIES, INC.. Their office serves clients in the JOHNSTON metropolitan area and surrounding communities.

How does Michael Cherny charge for services?

Michael Cherny'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →