Michael Thomas Shanley
Investment adviser representative at Citizens Securities, Inc.
16 yearsExperience
36 statesRegistered 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
16 years in the industry.
- Citizens Securities, Inc.Jul 2025 to now
- Capital AnalystsAug 2020 to Jul 2025
- Lincoln InvestmentAug 2020 to Jul 2025
- UnemployedJul 2019 to Aug 2020
- John Hancock Advisers, LLCNov 2018 to Jul 2019
- John Hancock Distributors LLCFeb 2012 to Jul 2019
- John Hancock Funds, LLCJul 2011 to Jul 2019
- John HancockAug 2010 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 36 states (AL, AR, AZ, CA, CT, FL, GA, IA, ID, IN, KS, KY, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SD, TX, VT, WA, WI, WV, WY).
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
- 5519800
- Firm CRD
- 39550