Unclaimed Profile

Scott Wayne Coulter

CITIZENS SECURITIES, INC.·JOHNSTON, Rhode Island

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record28 years registeredCITIZENS SECURITIES, INC.

ONE CITIZENS BANK WAY, JOHNSTON, RI 02043CRD# 2343897Firm CRD# 39550

Profile Verification

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

Identity

Scott Wayne Coulter · JOHNSTON, RI

Registration

CRD #2343897 · CITIZENS SECURITIES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

OSAIC INSTITUTIONS, INC.

Aug 2024 – present

CITIZENS SECURITIES, INC.

Mar 2014 – Apr 2024

WESTWOOD, MA

SANTANDER SECURITIES

Sep 2012 – Mar 2014

LEXINGTON, MA

LPL FINANCIAL LLC

May 2008 – Sep 2012

BRAINTREE, MA

IFMG SECURITIES, INC.

Aug 2004 – May 2008

BOSTON, MA

INVEST FINANCIAL CORPORATION

Jul 1998 – Feb 2004

CLARENDON HILLS, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 9, 1998

Years registered · 28

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 Scott Wayne Coulter offer?

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

What are Scott Wayne Coulter's credentials?

Scott Wayne Coulter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Wayne Coulter located?

Scott Wayne Coulter 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 Scott Wayne Coulter charge for services?

Scott Wayne Coulter'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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