WB
William D. Bohney
CITIZENS SECURITIES | Financial Advisor
EAST TOLEDO, OH 43605
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CRD#: 4230197
WB
Professional summary
William Daniel Bohney, AIF®, who also goes by Bill Bohney, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in East Toledo, Ohio.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Bohney
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.
Perrysburg Rotary Community Foundation - Trustee - Non Profit organizations to be funded by the Perrysburg Rotary Community Foundation -7/1/2025. Perrysburg Rotary -Immediate Past President. -voting member of board of directors of Perrysburg Rotary and advisor to the President.
CRS (Client Relationship Summary) - RIA
Click below to view William Daniel Bohney's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Daniel Bohney's 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®
Experience
Current
July 18, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 602 Main Street Mailstop: Ohb614, East Toledo, OH 43605Office #2: 5911 Lewis Avenue Mailstop: Ohb589, Toledo, OH 43612Office #3: 144 East Front Street Mailstop: Ohb619, Perrysburg, OH 43551Office #4: 3024 Navarre Avenue Mailstop: Ohb587, Oregon, OH 43616RIA
BD
CRD#: 39550
EAST TOLEDO, OH
Current
July 17, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 602 Main Street Mailstop: Ohb614, East Toledo, OH 43605Office #2: 5911 Lewis Avenue Mailstop: Ohb589, Toledo, OH 43612Office #3: 144 East Front Street Mailstop: Ohb619, Perrysburg, OH 43551Office #4: 3024 Navarre Avenue Mailstop: Ohb587, Oregon, OH 43616RIA
BD
CRD#: 39550
EAST TOLEDO, OH
Past
August 25, 2017 - July 8, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Perrysburg, OH
Past
August 24, 2017 - July 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BUTLER, IN
Past
January 14, 2014 - November 9, 2016
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
CARMEL, IN
Past
January 14, 2014 - November 9, 2016
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
CARMEL, IN
Past
April 26, 2012 - January 17, 2014
THE HUNTINGTON INVESTMENT COMPANY
RIA
CRD#: 16986
INDIANAPOLIS, IN
Past
April 26, 2012 - January 17, 2014
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
INDIANAPOLIS, IN
Past
July 6, 2005 - April 18, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
INDIANAPOLIS, IN
Past
July 6, 2005 - April 18, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
INDIANAPOLIS, IN
Past
April 1, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
FORT WAYNE, IN
Past
September 6, 2000 - July 6, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
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".
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
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)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.RR
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
RR
Florida(6/25/2025)
IAR
Florida(6/26/2025)
RR
Indiana(9/9/2024)
IAR
Indiana(9/9/2024)
RR
Kentucky(9/18/2024)
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
RR
Ohio(7/17/2024)
IAR
Ohio(7/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
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)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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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)
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.
Company Information
CITIZENS SECURITIES, INC.
Financial AdvisorCRD#: 39550East Toledo, OH 43605TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
