Shawn Patrick Holahan
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
11 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
10 years in the industry.
- Citizens Securities, Inc.Nov 2025 to now
- Equitable Advisors, LLCSep 2024 to Oct 2025
- National Boys Scouts of AmericaAug 2023 to Jan 2025
- UnemployedMay 2023 to Jul 2023
- Senca Waterways Council/boy Scouts of America (babcock Hovey)Aug 2021 to Aug 2021
- West Irondequoit Central School DistrictJan 2021 to May 2021
- Suny BrockportAug 2019 to May 2023
- UnemployedJun 2019 to Jul 2019
- Rush-henrietta Senior High SchoolSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 11 states (CA, FL, GA, MD, MI, NC, NY, PA, TX, UT, VA).
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
- 7986418
- Firm CRD
- 39550