Colleen
Donahue

Citizens Securities, Inc

CRD#2509714
Investment Advisor
in Johnston, RI

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About this Advisor

Colleen Donahue is a financial advisor based in Johnston, Rhode Island who has 14 years of industry experience. Donahue is currently employed by Citizens Securities, Inc. They have spent their whole career at Citizens Securities, Inc. Donahue holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Citizens Securities, Inc is an advisory company based out of Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It oversees $7 billion in total assets between its 47,802 accounts, making it one of the largest investment advisory firms in the country by assets under management. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on which service is offered. However, fees charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1 Citizens Bank Way
Johnston, RI 02919

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

RI Average: $2,813,243,532
Total Number of Employees

613

RI Average: 18
Total Number of Accounts

47,802

RI Average: 609
Average Account Size

$145,605

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Colleen Donahue Work History

Colleen has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Cco Investment Services Corp

*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 Colleen Donahue 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

Kevin Doyle
West Bloomfield, MI
Josh Ryan
Westwood, MA
Justin Binion
Monroeville, PA
Mark Dextradeur
Johnston, RI
Cole Fuller
Boston, MA
Grant Smith
Hudson, NH
David Hudson
Westwood, MA
Donna Failla
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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