Patrick Hurley (CRD# 7047606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cambridge, MA and has over 5 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Cambridge, MI | Jul 2024 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Feb 2022 - Jul 2024 | 2 |
| Citizens Securities, Inc. | Needham, MA | Aug 2020 - Feb 2022 | 1 |
| Bank Of America, N.a. | Wellesley Hills, MA | Feb 2019 - Aug 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, MA | Nov 2018 - Aug 2020 | 1 |
| Ehs Pest Services | Norwood, MA | Aug 2017 - Aug 2018 | 1 |
| Kpmg LLP | Boston, MA | Apr 2017 - Jul 2017 | < 1 |
| Stay At Home Dad | Dedham, MA | Feb 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NH
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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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