Danilo Rodrigues De Carvalho

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

• 12/2019 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, VA
• 07/2019 → 12/2019
  Audi Arlington
  Arlington, VA
• 10/2018 → 05/2019
  Godiva
  Boca Raton, FL
• 04/2014 → 10/2018
  Connection
  North Miami Beach, FL
• 02/2022 → 06/2025
  Bank Of America, N.A.
  Leesburg, VA
• 12/2019 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 07/2016 → 10/2016
  Yamaguchi Inc
  North Miami Bch, FL
• 06/2019 → 08/2019
  Bill Page Toyota
  Falls Church, VA
• 06/2025 → Present
  Citizens Securities Inc.,
  Farmington, MI

Previous Registrations

• 2022-05-05 → 2025-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alexandria, VA
  Springfield, VA
  New York, NY
  Vienna, VA
  Springfield, VA
  Farmington Hills, MI

Other Businesses

Rental Property- Owner Date of Initial Involvement: 05/2024 Approximate amount of time/month: Less than 1 hour AirBNB - Host

Exams

• S66 Uniform Combined State Law Examination
  2022-05-03

Other Names

• Danilo Carvalho
• Danilo Rodrigues De Carvalho