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Daniel Fitzmaurice

Citizens Securities, Inc.

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About Daniel Fitzmaurice

Daniel Fitzmaurice has been in the financial industry since 2008 and currently works as a Registered Representative with Citizens Securities, Inc. Daniel is a Series 6, 7, 9, 10, 63, and 65 licensed financial advisor. Daniel has worked with several well-known financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Citigroup Global Markets Inc., and Santander Securities LLC. Daniel is registered in both Massachusetts and New Hampshire and offers financial planning, portfolio management for individuals, selection of other advisors and participates in a wrap fee program.

Firm Information

Daniel Fitzmaurice 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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Daniel Fitzmaurice’s Registration & Firm History

MA

07/12/2022 - Present

Citizens Securities, Inc. (BOSTON MA)

MA

05/08/2017 - 06/30/2022

SANTANDER SECURITIES LLC (LEXINGTON MA)

MA

12/16/2014 - 05/11/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

09/03/2014 - 10/23/2014

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

MA

11/12/2010 - 09/15/2014

MORGAN STANLEY (WALTHAM MA)

MA

10/23/2009 - 09/21/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

01/01/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/29/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Fitzmaurice.
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