Troy L Brosseau
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
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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
14 years in the industry.
- Citizens Securities, Inc.Mar 2022 to now
- Wareham Public SchoolsDec 2021 to Feb 2022
- Jackson HewittNov 2021 to Dec 2021
- Country Club of New BedfordSep 2021 to Oct 2021
- Falmouth Yacht ClubJun 2021 to Aug 2021
- Kittansett Golf ClubApr 2021 to May 2021
- UnemployedNov 2020 to Mar 2021
- Kittansett Golf ClubJun 2020 to Nov 2020
- UnemployedNov 2019 to Jun 2020
- Kittansett Golf ClubApr 2019 to Nov 2019
- The Wonderful CompanyJan 2019 to Apr 2019
- The Kittansett Golf ClubApr 2018 to Nov 2018
- MercerJul 2017 to Apr 2018
- Healthcare SolutionsApr 2017 to Jul 2017
- The Union Club of BostonSep 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 2198989
- Firm CRD
- 39550