Patrick McGuiness, financial advisor Stamford CT
90 score

Patrick McGuiness

CRD Number: 6243714
Current Firm: Citizens Securities, Inc.

Patrick McGuiness (CRD# 6243714) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stamford, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Canton, MA Dec 2017 - Current < 1
Citizens Securities Inc. Canton, MA Dec 2017 - Current < 1
Citizens Securities Inc. Canton, MA Apr 2017 - Dec 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stoneham, MA Apr 2016 - Apr 2017 1
Bank Of America, N.a. Stoneham, MA Apr 2016 - Apr 2017 1
Jules By The Water Methuen, MA Aug 2014 - Apr 2016 1
Edward Jones St Louis, MO Sep 2013 - Apr 2016 2
Entertainment Cruises/spirit Of Boston Boston, MA Jun 2013 - Sep 2013 < 1
N-vision Optics, LLC Needham, MA Oct 2005 - Sep 2013 7
Nh Army National Guard Milford, NH Aug 2003 - Mar 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Patrick J. McGuiness
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • RI
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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