William
Dinneny
Citizens Securities, Inc
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About this Advisor
William Dinneny is a financial advisor based in New York, New York, working with Citizens Securities, Inc. William has previously held positions at First Republic Securities Company, LLC, First Republic Investment Management, Inc, First Republic Bank, Manhattan College, Saint John Vianney High School, Merrill Lynch, Pierce, Fenner & Smith Inc, Ocean Grove Condo Association, Bank Of America, N.A, Citizens Bank, and Citizens Securities, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, William is part of Citizens Securities, Inc, which operates out of New York, New York. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
William Dinneny Work History
Citizens Bank
Citizens Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
First Republic Securities Company, LLC
First Republic Investment Management, Inc
First Republic Bank
Ocean Grove Condo Association
Manhattan College
Saint John Vianney High School
Disclosures
Please visit the SEC profile of William Dinneny 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
Uncasville, CT
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
Fort Washington, PA
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