Daniel Duric
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Daniel Duric? 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
10 years in the industry.
- Citizens Securities, Inc.Jan 2025 to now
- Key Investment Services LLCFeb 2021 to Jan 2025
- KeybankDec 2020 to Jan 2025
- UnemployedSep 2020 to Dec 2020
- Citizens Securities, IncJun 2018 to Sep 2020
- Citizens BankMay 2018 to Sep 2020
- Dollar BankMay 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6963316
- Firm CRD
- 39550