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Daniel Laplante

CITIZENS INVESTMENT ADVISORS·PROVIDENCE, Rhode Island
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CITIZENS BANK N.A., PROVIDENCE, RI 02903CRD# 1899492Firm CRD# 112738
01

About

Daniel Laplante is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with CITIZENS INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CITIZENS INVESTMENT ADVISORS
CITIZENS INVESTMENT ADVISORS
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at CITIZENS INVESTMENT ADVISORS →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1899492
Firm CRD# 112738
9 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Laplante offer?
Daniel Laplante specializes in Investment Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Daniel Laplante's credentials?
Daniel Laplante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Laplante located?
Daniel Laplante is based in PROVIDENCE, Rhode Island, working with CITIZENS INVESTMENT ADVISORS. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Daniel Laplante charge for services?
Daniel Laplante'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 INVESTMENT ADVISORS?
CITIZENS INVESTMENT ADVISORS is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at CITIZENS INVESTMENT ADVISORS

Gregory John Suchy
PROVIDENCE, RI
Jeffrey Kenney Hanna
PROVIDENCE, RI
Kevin Lindsey Fein
PROVIDENCE, RI
Salvatore Carmine Disanto
PROVIDENCE, RI

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Nearby cities in Rhode Island
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Research
Advisor Fees in Rhode IslandNational Fee Analysis
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