Daniel Fitzmaurice

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 08/2018
  Us Coast Guard Reserve
  Boston, MA
• 12/2014 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Malden, MA
• 05/2017 → 06/2022
  Santander Bank, Na
  Boston, MA
• 05/2017 → 06/2022
  Santander Securities, Llc
  Dorchester, MA
• 06/2022 → Present
  Citizens Securities Inc.
  Johnson, RI

Previous Registrations

• 2017-05-15 → 2022-06-30
  Santander Securities Llc
  Lexington, MA
  Boston, MA
  Lexington, MA
  Cherry Hill, NJ
  New York, NY
  Boston, MA
  Boston, MA
  Lexington, MA
• 2014-12-24 → 2017-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Malden, MA
  Boston, MA
• 2011-01-31 → 2014-09-15
  Morgan Stanley
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-24
• S63 Uniform Securities Agent State Law Examination
  2008-01-17

Other Names

• Daniel Patrick Fitzmaurice