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Daniel Lewis Linnehan

Citizens Securities, Inc.

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About Daniel Lewis Linnehan

Daniel Linnehan is an investment advisor representative with Citizens Securities, Inc., a company with over 53,000 clients. Daniel has been in the industry since 1997 and has extensive experience working with individual investors, corporations, and other businesses. Daniel holds a Series 63 and 66 license.

Firm Information

Daniel Linnehan 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 Linnehan’s Registration & Firm History

MA

09/11/2023 - Present

Citizens Securities, Inc. (NEEDHAM MA)

MA

06/27/2016 - 09/01/2023

FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)

RI

12/16/2015 - 06/10/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

MD

03/31/2010 - 03/31/2015

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

NY

08/02/2006 - 06/18/2008

CANACCORD ADAMS INC. (NEW YORK NY)

MA

11/13/2001 - 03/31/2004

LEERINK SWANN & COMPANY (BOSTON MA)

MA

11/01/1999 - 11/15/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

WI

05/03/1999 - 11/01/1999

TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)

MA

10/11/1992 - 05/03/1999

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lewis Linnehan.
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