Insights

Market Position Citizens Capital Markets & Advisory operates as a full-service investment bank backed by a major financial institution, serving a broad nationwide client base with offices in twelve cities, indicating a strong regional presence and extensive market reach.

Client Focus The company's comprehensive product suite, built on sector intelligence and supported by a cohesive coverage model, offers multiple opportunities for customized financial solutions and advisory services targeted at institutional clients.

Financial Potential With annual revenues estimated between $100 million and $250 million and a sizable employee base of 501-1000 professionals, the company demonstrates solid financial stability, presenting opportunities to introduce additional financial products and strategic partnerships.

Competitive Landscape Positioned among notable industry players like Duff & Phelps, Moelis & Company, and Jefferies, Citizens Capital Markets & Advisory is well-placed for growth, making it a prime candidate for services that enhance competitive advantage and operational efficiency.

Technology Needs Given its focus on sector intelligence and comprehensive coverage, there is potential to engage in technological solutions that support data analytics, market insights, and digital client engagement to strengthen its advisory and trading activities.

Citizens Capital Markets and Advisory Tech Stack

Media & News

Citizens Capital Markets and Advisory's Email Address Formats

Citizens Capital Markets and Advisory uses at least 3 format(s):
Citizens Capital Markets and Advisory Email FormatsExamplePercentage
FLast@bowstringadvisors.comJDoe@bowstringadvisors.com
100%
FLast@jmpsecurities.comJDoe@jmpsecurities.com
99%
FirstL@jmpsecurities.comJohnD@jmpsecurities.com
1%

Frequently Asked Questions

Where is Citizens Capital Markets and Advisory's headquarters located?

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Citizens Capital Markets and Advisory's main headquarters is located at 1 Citizens Plaza Providence, Rhode Island 02903 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Citizens Capital Markets and Advisory's phone number?

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You can contact Citizens Capital Markets and Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Citizens Capital Markets and Advisory's official website and social media links?

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Citizens Capital Markets and Advisory's official website is citizenscommercialbanking.com and has social profiles on LinkedIn.

What is Citizens Capital Markets and Advisory's NAICS code?

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Citizens Capital Markets and Advisory's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Citizens Capital Markets and Advisory have currently?

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As of May 2026, Citizens Capital Markets and Advisory has approximately 532 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Ceo: G. K.Chief Operating Officer: B. D.Vice President - Financial Institutions Group: N. R.. Explore Citizens Capital Markets and Advisory's employee directory with LeadIQ.

What industry does Citizens Capital Markets and Advisory belong to?

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Citizens Capital Markets and Advisory operates in the Investment Banking industry.

What is Citizens Capital Markets and Advisory's email format?

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Citizens Capital Markets and Advisory's email format typically follows the pattern of FLast@bowstringadvisors.com. Find more Citizens Capital Markets and Advisory email formats with LeadIQ.

Citizens Capital Markets and Advisory

Investment BankingRhode Island, United States501-1000 Employees

Citizens Capital Markets & Advisory is a fast-growing, full-service investment bank, enabling clients to make confident decisions in all market conditions. Backed by one of the oldest and largest financial institutions in the country, we offer a comprehensive product suite built on sector intelligence and supported by a cohesive coverage model. With offices in twelve cities, CM&A serves clients nationwide.

“Citizens” is the marketing name for the business of Citizens Financial Group, Inc. (“CFG”) and its subsidiaries. “Citizens Capital Markets & Advisory” is the marketing name for the investment banking, research, sales and trading activities of our institutional broker-dealer, Citizens JMP Securities, LLC (“CJMPS”), Member FINRA and SIPC. Securities products and services are offered to institutional clients through CJMPS. 

(CJMPS disclosures: citizensbank.com/corporate-finance/disclosures/citizens-jmp.aspx;) & (CJMP Form CRS: files.brokercheck.finra.org/crs_22208.pdf)

Section iconCompany Overview

Headquarters
1 Citizens Plaza Providence, Rhode Island 02903 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Citizens Capital Markets and Advisory's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Citizens Capital Markets and Advisory's revenue is estimated to be in the range of $100M$250M

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