Matthew Donovan (CRD# 7377003) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 2 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Jan 2022 - Oct 2022 | < 1 |
| Thrivent Investment Management Inc. | Raynham, MA | Aug 2021 - Oct 2022 | 1 |
| West Parts And Supply | Middleboro, MA | Jan 2021 - Dec 2021 | < 1 |
| Unemployed | Raynham, MA | Oct 2020 - Jan 2021 | < 1 |
| Benchmark Senior Living | Franklin, MA | Jan 2020 - Oct 2020 | < 1 |
| Lcb Senior Living | Dartmouth, MA | Jun 2016 - Jan 2020 | 3 |
| Primo Medical Group | Bridgewater, MA | Feb 2019 - Jun 2019 | < 1 |
| Atria Senior Living | Falmouth, MA | Mar 2014 - Feb 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
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- TX
- UT
- VT
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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