Ryan Donovan

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

• 06/2022 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 05/2022 → 06/2022
  Unemployed
  Portsmouth, RI
• 05/2020 → 05/2022
  Qmed Innovations
  Middletown, RI
• 03/2020 → 05/2020
  Unemployed
  Portsmouth, RI
• 09/2019 → 03/2020
  Portsmouth Abbey School
  Portsmouth, RI
• 06/2016 → 08/2019
  Carnegie Abbey Club/Aquidneck Club
  Portsmouth, RI
• 08/2019 → 09/2019
  Unemployed
  Portsmouth, RI
• 09/2018 → 05/2022
  Bryant University
  Smithfield, RI
• 08/2022 → 01/2024
  Bank Of America, N.A.
  Lincoln, RI
• 12/2024 → Present
  Citizens Securities, Inc.
  Johnston, RI
• 02/2024 → 11/2024
  Unemployed
  Portsmouth, RI

Previous Registrations

• 2022-09-26 → 2024-01-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Lincoln, RI
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23