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Brian A McDonald

Citizens Securities, Inc.

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About Brian A McDonald

Brian McDonald is a financial advisor registered with Citizens Securities, Inc. in Johnston, RI. Brian has been in the financial industry since 2018 and has a variety of experience in the industry. Brian has passed the Series 7, Series 63, Series 65 and Series 66 exams. Brian has also worked with Lincoln Financial Securities Corporation, Quick & Reilly, Inc., and Prudential Securities Incorporated.

Firm Information

Brian McDonald is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian McDonald’s Registration & Firm History

RI

09/09/2022 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

07/01/2022 - 08/31/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (Cranston RI)

NY

12/11/2000 - 08/13/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

07/15/1997 - 08/13/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/26/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2023

Series 4 - Registered Options Principal Examination

BC

Issued 02/20/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/13/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/20/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian A McDonald.
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