David Bolger (CRD# 4293675) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 23 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 1388001
Tcg Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Nov 2022 - Current | 1 |
| Clarfeld | Phoenixville, PA | Nov 2022 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Feb 2022 - Nov 2022 | < 1 |
| Citizens Bank | Johnston, RI | Jan 2022 - Nov 2022 | < 1 |
| Unemployment | Phoenixville, PA | Sep 2021 - Jan 2022 | < 1 |
| Wells Fargo Clearing Services, LLC | King Of Prussia, PA | Nov 2016 - Aug 2021 | 4 |
| Wachovia Bank, N.a. | Norristown, PA | Apr 2002 - Aug 2021 | 19 |
| Wells Fargo Advisors LLC | King Of Prussia, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CT
- DE
- FL
- NJ
- NY
- PA
- RI
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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
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