Unclaimed Profile

Dawn Autin Dupre

CCO INVESTMENT SERVICES CORP.·DEDHAM, Massachusetts

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 66Clean record23 years registeredCCO INVESTMENT SERVICES CORP.

770 LEGACY PLACE, DEDHAM, MA 02026CRD# 2361976Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dawn Autin Dupre · DEDHAM, MA

Registration

CRD #2361976 · CCO INVESTMENT SERVICES CORP. · 23 years registered

Brand Profile

Not yet started

Career History

JANNEY MONTGOMERY SCOTT LLC

Jan 2020 – present

MORGAN STANLEY

Nov 2013 – Jan 2020

BERWYN, PA

CCO INVESTMENT SERVICES CORP.

May 2010 – Oct 2012

PLYMOUTH MEETING, PA

PNC INVESTMENTS

Dec 2007 – May 2010

BERWYN, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2004 – Sep 2007

WAYNE, PA

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Jul 2003 – Jan 2005

BIRMINGHAM, AL

AMSOUTH INVESTMENT SERVICES, INC.

Jan 2003 – Aug 2003

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CITIZENS SECURITIES, INC.

CRD 39550 · SEC 801-61902

AUM

$7.3B

Regulatory assets under management

Employees

613

47,222 client accounts

Services offered by CITIZENS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CITIZENS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Dawn Autin Dupre offer?

Dawn Autin Dupre specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.

What are Dawn Autin Dupre's credentials?

Dawn Autin Dupre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn Autin Dupre located?

Dawn Autin Dupre is based in DEDHAM, Massachusetts, working with CCO INVESTMENT SERVICES CORP.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.

How does Dawn Autin Dupre charge for services?

Dawn Autin Dupre's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCO INVESTMENT SERVICES CORP.?

CCO INVESTMENT SERVICES CORP. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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