TR
Tianna S. Robinson
CITIZENS SECURITIES
Brooklyn, NY 11231
Some features on this profile are disabled
CRD#: 7004389
TR
Professional summary
Tianna Symone Robinson, who also goes by Tianna Robinson, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Brooklyn, New York.
Tianna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Tianna has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tianna Robinson
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.
Independent Agent, Outside Fixed Insurance Sales
CRS (Client Relationship Summary) - RIA
Click below to view Tianna Symone Robinson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Tianna Symone Robinson'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
April 30, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 431-433 Court St Ny394, Brooklyn, NY 11231Office #2: 2560 Ocean Ave 314 7th Ave Ny473, Brooklyn, NY 11215Office #3: 7123 3rd Ave Ny381, Brooklyn, NY 11209Office #4: 174 Montague Street Ms: Ny364, Brooklyn, NY 11201Office #5: 7826 5th Ave Ms: Ny383, Brooklyn, NY 11209Office #6: 399 Atlantic Ave Ny387, Brooklyn, NY 11217RIA
BD
CRD#: 39550
Brooklyn, NY
Current
April 30, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 431-433 Court St Ny394, Brooklyn, NY 11231Office #2: 2560 Ocean Ave 314 7th Ave Ny473, Brooklyn, NY 11215Office #3: 7123 3rd Ave Ny381, Brooklyn, NY 11209Office #4: 174 Montague Street Ms: Ny364, Brooklyn, NY 11201Office #5: 7826 5th Ave Ms: Ny383, Brooklyn, NY 11209Office #6: 399 Atlantic Ave Ny387, Brooklyn, NY 11217RIA
BD
CRD#: 39550
Brooklyn, NY
Past
November 13, 2023 - May 5, 2025
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MELVILLE, NY
Past
November 13, 2023 - May 5, 2025
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MELVILLE, NY
Past
January 9, 2023 - November 15, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROSLYN, NY
Past
December 16, 2022 - November 13, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ROSLYN, NY
Past
February 15, 2019 - December 7, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBURY, NY
Past
October 10, 2018 - December 7, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBURY, NY
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
New Jersey(4/30/2025)
IAR
New Jersey(5/1/2025)
RR
New York(4/30/2025)
IAR
New York(4/30/2025)
RR
Pennsylvania(4/30/2025)
IAR
Pennsylvania(5/1/2025)
Exams
State Security Law 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.
