Sean Joseph Obrien
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$12.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Citizens Securities, Inc.Jan 2023 to now
- LPL Financial LLCOct 2020 to Jan 2023
- Webster BankOct 2020 to Jan 2023
- Horace Mann CompaniesMay 2017 to Oct 2020
- Horace Mann Investors, IncMay 2017 to Oct 2020
- MML Investors Services, LLCMar 2017 to May 2017
- Metlife Securities IncMar 2009 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (RI, SC).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624520
- Firm CRD
- 39550