AC
Angelica F. Cronk
CITIZENS SECURITIES
BOSTON, MA 02113
Some features on this profile are disabled
CRD#: 5973228
AC
Professional summary
Angelica Faye Cronk, who also goes by Angelica Faye Cronk, Angelica Cronk, Angelica Faye Landeros, Angelica Faye Leland, Angelica Faye Smith, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Boston, Massachusetts.
Angelica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Angelica has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angelica Faye Cronk | Angelica Cronk | Angelica Faye Landeros | Angelica Faye Leland | Angelica Faye Smith
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.
Name of OBA: Meta Position: Cat Owner Type of Entity: Sole Proprietorship Responsibilities of Position: I create cat content Monthly Compensation / Net Profit: $20-$40 per month - paid based on views Date of initial Involvement: 08/01/2022 Approximate Amount of Time Devoted on a Monthly Basis: 1-2 hours
CRS (Client Relationship Summary) - RIA
Click below to view Angelica Faye Cronk's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Angelica Faye Cronk'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®
NoneExperience
Current
August 30, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 315 Hanover Street Ms: Ma631, Boston, MA 02113Office #2: 580 Washington Street Ms: Ma799, Boston, MA 02111Office #3: 40 Summer Street Ms: Ma675, Boston, MA 02110RIA
BD
CRD#: 39550
BOSTON, MA
Current
August 29, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 315 Hanover Street Ms: Ma631, Boston, MA 02113Office #2: 580 Washington Street Ms: Ma799, Boston, MA 02111Office #3: 40 Summer Street Ms: Ma675, Boston, MA 02110RIA
BD
CRD#: 39550
BOSTON, MA
Past
February 9, 2023 - August 29, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOSTON, MA
Past
February 3, 2023 - August 29, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOSTON, MA
Past
April 17, 2020 - October 18, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
Boston, MA
Past
April 17, 2020 - October 18, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
Boston, MA
Past
April 4, 2018 - April 15, 2020
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
CHESTNUT HILL, MA
Past
April 4, 2018 - April 15, 2020
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
CHESTNUT HILL, MA
Past
November 29, 2017 - March 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
STOUGHTON, MA
Past
November 29, 2017 - March 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
STOUGHTON, MA
Past
August 18, 2017 - October 2, 2017
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
Reno, NV
Past
August 9, 2017 - October 2, 2017
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
Reno, NV
Past
April 18, 2017 - August 2, 2017
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
RENO, NV
Past
October 19, 2015 - August 2, 2017
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
RENO, NV
Past
January 2, 2014 - October 16, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
RENO, NV
Past
October 12, 2011 - November 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RENO, NV
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
California(6/17/2025)
IAR
California(6/18/2025)
RR
Colorado(5/7/2024)
IAR
Colorado(5/8/2024)
RR
Florida(4/12/2024)
IAR
Florida(4/15/2024)
RR
Illinois(2/27/2024)
IAR
Illinois(2/29/2024)
RR
Maryland(6/17/2025)
IAR
Maryland(6/18/2025)
RR
Massachusetts(8/29/2023)
RR
Nevada(8/6/2024)
IAR
Nevada(8/7/2024)
RR
New Jersey(5/23/2024)
IAR
New Jersey(5/23/2024)
RR
New York(4/12/2024)
IAR
New York(4/12/2024)
RR
North Carolina(1/26/2024)
IAR
North Carolina(2/1/2024)
RR
Virginia(1/26/2024)
IAR
Virginia(1/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
CRD#: 39550Boston, MA 02113TRUST BUT VERIFY
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