Patrick William Devlin

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

• 07/2019 → 04/2022
  Mycio Wealth Partners
  Philadelphia, PA
• 07/2016 → 10/2016
  Fence Authority
  West Chester, PA
• 07/2017 → 10/2017
  Creative Financial Group
  Newtown Square, PA
• 07/2018 → 10/2018
  Mass Mutual
  Philadelphia, PA
• 09/2016 → 06/2017
  Temple University
  Philadelphia, PA
• 09/2017 → 06/2018
  Temple University
  Philadelphia, PA
• 09/2018 → 06/2019
  Temple University
  Philadelphia, PA
• 05/2022 → Present
  Citizens Securities, Inc.
  Westwood, MA

Previous Registrations

• 2022-06-16 → 2024-11-21
  Citizens Securities, Inc.
  Downingtown, PA
  Westwood, MA
• 2021-02-23 → 2022-06-08
  Mycio Wealth Partners, Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-23

Designations

• Certified Financial Planner