Patrick Hurley
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
4 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
13 years in the industry.
- Citizens Securities, Inc.Aug 2020 to now
- Bank of America, N.A.Feb 2019 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Aug 2020
- Ehs Pest ServicesAug 2017 to Aug 2018
- Kpmg LLPApr 2017 to Jul 2017
- Stay At Home DadFeb 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NH, NY).
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
- 7047606
- Firm CRD
- 39550