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David Bolger
Private Client Wealth Advisor
Citizens Securities, Inc
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Citizens Securities, Inc. Business Continuity Plan
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Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
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Fiduciary Acknowledgement Clarfeld

© 2023 Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products Member FDIC.

Citizens Private Client is comprised of banking, insurance, brokerage, trust, and investment advisory services provided by CBNA and its affiliates, Citizens Securities, Inc. (“CSI”), an SEC registered investment adviser and member of FINRA and SIPC, Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, and Estate Preservation Services, LLC (“EPS”). Clarfeld Citizens Private Wealth is a division of CBNA that offers bank products (deposit and credit), fiduciary (trust) services, insurance and investment advisory services. The bank products and fiduciary (trust) services are provided by CBNA. Investment advisory services are offered through CFA. Insurance products are offered through EPS, a wholly owned subsidiary of CFA or an unrelated party. Securities, Insurance Products and Investment Advisory Services offered through CSI, or by unaffiliated members of FINRA and SIPC that provide brokerage and custody services to clients of CFA (see Form ADV for details). One Citizens Bank Way, JCB135, Johnston, RI 02919. Please be aware that the securities products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.

Securities, Insurance Products and Investment Advisory Services are:

NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Mortgages are offered and originated by Citizens Bank, N.A. NMLS ID# 433960. Equal Housing Lender.

All accounts, loans and services are subject to individual approval.