Donna Noelle Failla
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Donna Noelle Failla? Claim your profile
Contact this firm
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
13 years in the industry.
- Citizens Bank, IncOct 2022 to now
- Citizens Bank, N/aJul 2021 to now
- Citizens Securities, Inc.Jan 2017 to now
- Citizens BankDec 2016 to Jul 2021
- Northwestern Mutual Investment Services, LLC.Oct 2013 to Dec 2016
- Northwestern Mutual Life Insurance CompanyMar 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
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
- 6176274
- Firm CRD
- 39550