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Shaun Daniel O'brien

CITIZENS SECURITIES, INC.·DEDHAM, Massachusetts
Unclaimed Profile
770 LEGACY PLACE, DEDHAM, MA 02026CRD# 4138175Firm CRD# 39550
01

About

Shaun Daniel O'brien is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with CITIZENS SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC.
AUM
$7.3B
Regulatory assets under management
Employees
613
Total firm employees
View all advisors at CITIZENS SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4138175
Firm CRD# 39550
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shaun Daniel O'brien offer?
Shaun Daniel O'brien specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Shaun Daniel O'brien's credentials?
Shaun Daniel O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaun Daniel O'brien located?
Shaun Daniel O'brien is based in DEDHAM, Massachusetts, working with CITIZENS SECURITIES, INC.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Shaun Daniel O'brien charge for services?
Shaun Daniel O'brien'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 CITIZENS SECURITIES, INC.?
CITIZENS SECURITIES, INC. 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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Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Diane Patricia Novak — CCO INVESTMENT SERVICES CORP.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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