Sol H. Chalhoub

CITIZENS SECURITIES

Mayfield Village, OH 44143

Some features on this profile are disabled

CRD#: 2498945

Professional summary

Sol H Chalhoub, who also goes by Sol H. Chalhoub, Sol Chalhoub, Souheil Hassib Chalhoub, Souheil Chalhoub, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Mayfield Village, Ohio.

Sol is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Sol has worked at 16 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sol H. Chalhoub | Sol Chalhoub | Souheil Hassib Chalhoub | Souheil Chalhoub

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sol H Chalhoub's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Sol H Chalhoub's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2020 - Present

CITIZENS SECURITIES, INC.

Office #1: 789 Som Center Road, Mayfield Village, OH 44143

RIA

CRD#: 39550

Mayfield Village, OH

Current

February 18, 2020 - Present

CITIZENS SECURITIES, INC.

Office #1: 789 Som Center Road, Mayfield Village, OH 44143

RIA

CRD#: 39550

Mayfield Village, OH

Past

November 26, 2019 - March 4, 2020

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MENTOR, OH

Past

November 25, 2019 - March 4, 2020

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MENTOR, OH

Past

June 15, 2012 - October 25, 2019

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CUYAHOGA FALLS, OH

Past

June 14, 2012 - October 25, 2019

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CUYAHOGA FALLS, OH

Past

June 1, 2011 - June 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CLEVELAND, OH

Past

May 31, 2011 - June 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CLEVELAND, OH

Past

December 7, 2007 - May 27, 2011

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

SOLON, OH

Past

December 6, 2007 - May 27, 2011

KEY INVESTMENT SERVICES LLC

CRD#: 136300

SOLON, OH

Past

October 17, 2007 - December 4, 2007

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CLEVELAND, OH

Past

October 15, 2007 - December 4, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

CLEVELAND, OH

Past

August 1, 2007 - October 16, 2007

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

CONCORD, OH

Past

August 1, 2007 - October 16, 2007

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

CONCORD, OH

Past

November 22, 2006 - August 1, 2007

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

PEPPER PIKE, OH

Past

November 16, 2006 - August 1, 2007

NATIONAL PLANNING CORPORATION

CRD#: 29604

PEPPER PIKE, OH

Past

March 9, 2005 - November 8, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLEVELAND, OH

Past

March 8, 2005 - November 8, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLEVELAND, OH

Past

November 22, 2004 - February 24, 2005

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

November 16, 2004 - February 24, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 16, 2004 - February 24, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

September 17, 2002 - November 10, 2004

CHARTER ONE SECURITIES, INC.

CRD#: 13373

CLEVELAND, OH

Past

March 31, 2000 - September 9, 2002

AMFIN INVESTMENT SERVICES, INC.

CRD#: 13945

CLEVELAND, OH

Past

February 28, 2000 - May 15, 2000

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

December 8, 1995 - March 15, 1998

AMFIN INVESTMENT SERVICES, INC.

CRD#: 13945

CLEVELAND, OH

Past

July 29, 1994 - October 9, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 29, 1994 - October 9, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CITIZENS SECURITIES, INC.

CRD#: 39550 / SEC#: 801-61902, 8-48744

RIA

Registered Investment Advisory firm - SEC (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

Florida

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

Maine

Registered Investment Advisory firm - SEC (4/14/2003 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

New York

Registered Investment Advisory firm - SEC (3/31/2002 Terminated)

Rhode Island

Registered Investment Advisory firm - SEC (5/8/2003 Terminated)

Vermont

Registered Investment Advisory firm - SEC (4/28/2003 Terminated)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(4/20/2022)

IAR

Colorado
(4/20/2022)

Florida
(7/10/2020)

IAR

Florida
(7/13/2020)

Georgia
(10/21/2024)

IAR

Georgia
(10/22/2024)

Michigan
(6/15/2023)

IAR

Michigan
(6/20/2023)

North Carolina
(1/3/2022)

IAR

North Carolina
(1/6/2022)

Ohio
(2/18/2020)

IAR

Ohio
(2/18/2020)

Rhode Island
(9/24/2025)

IAR

Rhode Island
(9/29/2025)

Texas
(10/21/2024)

IAR

Texas
(10/21/2024)

Virginia
(7/16/2025)

IAR

Virginia
(7/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CITIZENS SECURITIES, INC.

CRD#: 39550 / SEC#: 801-61902, 8-48744

RIA

Registered Investment Advisory firm - SEC (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

Florida

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

Maine

Registered Investment Advisory firm - SEC (4/14/2003 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (4/10/2003 Terminated)

New York

Registered Investment Advisory firm - SEC (3/31/2002 Terminated)

Rhode Island

Registered Investment Advisory firm - SEC (5/8/2003 Terminated)

Vermont

Registered Investment Advisory firm - SEC (4/28/2003 Terminated)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Citizens Bank Way Jcb135, Johnston, RI 02043

Mailing Address

200 Station Drive Mws414, Westwood, MA 02090

Phone number

(781) 364-1641

Established

Rhode Island since 09/21/1995

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

418

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CSI ADVISORY SOLUTIONS MANAGED ACCOUNT PROGRAM BROCHURE 6242025 (6/23/2025)

CSI FORM ADV DIGITAL ADVISORY PROGRAM BROCHURE 2142025 (2/13/2025)

Direct owners and executive officers

Name	Position	CRD#
CITIZENS BANK, N.A.	DIRECT OWNERSHIP
ARNOLD, CHAD	COO WEALTH, EXECUTIVE VICE PRESIDENT	3076401
CARVALHO, KEVIN JOHN	CHIEF FINANCIAL OFFICER	6115556
CHERNY, MICHAEL	PRESIDENT	4864410
SHORE, DAVID HOWARD	CHIEF COMPLIANCE OFFICER	2106767

Regulatory assets under management

Total Number of Accounts	53,044
AUM (Assets Under Management)	$ 9,188,004,183

Disclosures

Regulatory Event	16
Arbitration	6

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sol H. Chalhoub

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sol H Chalhoub's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Sol H Chalhoub's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

CHARTER ONE SECURITIES, INC.

AMFIN INVESTMENT SERVICES, INC.

KEYBANC CAPITAL MARKETS INC.

AMFIN INVESTMENT SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CITIZENS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/28/1994

FINRA

Current Firm

CITIZENS SECURITIES, INC.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CITIZENS SECURITIES, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors