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Daniel Matthew Moore

Citizens Securities, Inc.

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About Daniel Matthew Moore

Daniel Matthew Moore is a financial advisor who is registered with Citizens Securities, Inc.. Daniel has been working in the financial industry for over 16 years. Daniel has worked for several firms including PNC Investments, Wells Fargo Advisors, LLC and Pruco Securities Corporation. Daniel has a wide range of experience in providing financial advice to clients. Daniel has Series 6, 7, 63 and 65 licenses and is registered in Florida, New Jersey and Pennsylvania. Citizens Securities, Inc. manages assets for high-net-worth individuals, corporations and other businesses and individuals.

Firm Information

Daniel Moore 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 Moore’s Registration & Firm History

PA

03/03/2017 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

07/30/2012 - 02/22/2017

PNC INVESTMENTS (WILLOW GROVE PA)

PA

03/11/2008 - 07/09/2012

WELLS FARGO ADVISORS, LLC (BRYN MAWR PA)

NJ

10/27/1997 - 07/06/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2008

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 Matthew Moore.
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