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Obed Michael Daphnis

Citizens Securities, Inc.

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About Obed Michael Daphnis

Obed Michael Daphnis is a registered investment advisor representative with Citizens Securities, Inc., a firm based in Johnston, Rhode Island. Obed is also registered in Rhode Island and Massachusetts as a broker. Obed has a combined experience of over 5 years in the financial industry. In addition to his role at Citizens Securities, Inc., Obed has also worked at Prudential Insurance Company of America and Pruco Securities LLC. Obed holds Series 66, Series 7TO and SIE exams.

Firm Information

Obed Daphnis 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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Obed Daphnis’s Registration & Firm History

MA

01/19/2023 - Present

Citizens Securities, Inc. (ROSLINDALE MA)

RI

07/18/2022 - 01/12/2023

PRUCO SECURITIES, LLC. (WARWICK RI)

RI

10/19/2019 - 10/20/2020

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

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Licenses & Designations

BOTH

Issued 01/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Obed Michael Daphnis.
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