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Patrick Hurley

Citizens Securities, Inc.

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About Patrick Hurley

Patrick Hurley is an investment advisor representative at Citizens Securities, Inc. Patrick has been in the securities industry for over 10 years. He is registered with the state of New Hampshire as both a broker-dealer and an investment advisor representative. Patrick has passed the General Securities Representative Examination, Securities Industry Essentials Examination and the Uniform Combined State Law Examination. Patrick has experience working with individuals, corporations, and high net worth individuals. Patrick is dedicated to helping his clients reach their financial goals.

Firm Information

Patrick Hurley 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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Patrick Hurley’s Registration & Firm History

RI

01/21/2022 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

08/16/2019 - 08/24/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)

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Licenses & Designations

BOTH

Issued 09/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Hurley.
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