# EDGAR Filing Document

**Accession Number:** 0001002603
**File Stem:** 0001002603-26-000005
**Filing Date:** 2026-2
**Character Count:** 2739
**Document Hash:** baaf8f7069510f38ef87cb2ac1c132e9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001002603-26-000005.hdr.sgml**: 20260225

**ACCESSION NUMBER**: 0001002603-26-000005

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260225

**DATE AS OF CHANGE**: 20260225

**EFFECTIVENESS DATE**: 20260225

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CITIZENS SECURITIES, INC.
- **CENTRAL INDEX KEY:** 0001002603

**ORGANIZATION NAME:**
- **EIN:** 050487400
- **STATE OF INCORPORATION:** RI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-48744
- **FILM NUMBER:** 26676291

**BUSINESS ADDRESS:**
- **STREET 1:** ONE CITIZENS BANK WAY
- **STREET 2:** JCB135
- **CITY:** JOHNSTON
- **STATE:** RI
- **ZIP:** 02919
- **BUSINESS PHONE:** 781-364-1641

**MAIL ADDRESS:**
- **STREET 1:** 200 STATION DRIVE
- **STREET 2:** MWS414
- **CITY:** WESTWOOD
- **STATE:** MA
- **ZIP:** 02090

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CCO INVESTMENT SERVICES CORP.
- **DATE OF NAME CHANGE:** 20050126

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CITIZENS INVESTMENT SERVICES CORP.
- **DATE OF NAME CHANGE:** 20020211

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CITIZENS FINANCIAL SERVICES INC                         /BD
- **DATE OF NAME CHANGE:** 20020211

### Attached PDF Documents

**Attachment 1:** `CSI2025Annual.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001002603

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** CITIZENS SECURITIES, INC.

**Business Address:** ONE CITIZENS BANK WAY, JCB135, JOHNSTON, RI, 02919

**Contact Person:** Kevin J. Carvalho

**Contact Phone:** 800-942-8300

### Independent Public Accountant Identification

**Accountant Name:** Deloitte & Touche LLP

**Accountant Address:** 115 Federal st, Boston, MA, 02110

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Kevin J. Carvalho**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CITIZENS SECURITIES, INC.**, as of **02-23-2026**, are true and correct.

**Signature:** Kevin J. Carvalho

**Title:** CFO