Patrick Devlin
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Citizens Securities, Inc.May 2022 to now
- Mycio Wealth PartnersJul 2019 to Apr 2022
- Temple UniversitySep 2018 to Jun 2019
- Mass MutualJul 2018 to Oct 2018
- Temple UniversitySep 2017 to Jun 2018
- Creative Financial GroupJul 2017 to Oct 2017
- Temple UniversitySep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6820409
- Firm CRD
- 39550