Matthew
Donovan
Citizens Securities, Inc
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About this Advisor
Matthew Donovan is a financial advisor operating out of West Palm Beach, Florida with 1 year of relevant experience. Donovan is on the advisory team at Citizens Securities, Inc. Their career trajectory has included roles at West Parts And Supply, Benchmark Senior Living, Lcb Senior Living, Primo Medical Group, Atria Senior Living, Thrivent Investment Management Inc, Thrivent Financial and Citizens Securities, Inc. Donovan has Series 66 and Series 63 licenses, certifying them as a securities broker, and is able to work in Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington and Wisconsin. Citizens Securities, Inc is a firm that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets across its 47,802 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services vary depending on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Donovan Work History
Matthew has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Thrivent Financial
West Parts And Supply
Thrivent Investment Management Inc
Benchmark Senior Living
Primo Medical Group
Lcb Senior Living
Atria Senior Living
Benchmark Senior Living
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Donovan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Utica, MI
Johnston, RI
Johnston, RI
Philadelphia, PA
Hudson, NH
Albany, NY
Westwood, MA
Hudson, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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