William Dinneny
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Citizens Securities, Inc.May 2024 to now
- Citizens BankMay 2024 to now
- Bank of America, N.A.Jul 2023 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Apr 2024
- First Republic Securities Company, LLCMar 2022 to Jun 2023
- First Republic Investment Management, Inc.Jun 2019 to Jun 2023
- First Republic BankJan 2019 to Feb 2022
- Ocean Grove Condo AssociationMay 2017 to Aug 2017
- Manhattan CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7523348
- Firm CRD
- 39550