Daniel E. Dudemaine

Financial advisor at Citizens Securities, Inc. · Charlestown, MA

Last updated 2026-10-10

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Daniel E. Dudemaine is a financial advisor at Citizens Securities, Inc. in Charlestown, MA, CRD 6324158. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-05-13.

Registration

CRD number
6324158
Registration status
Active
IAPD registration
2019-05-13
Industry Experience
7 years
Work Experience
18 years
States registered
RI

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2008-07 to 2023-05 · Citizens Bank, N.A. · Johnston, RI
  • 2014-04 to 2019-09 · Citizens Securities, Inc · East Providence, RI
  • 2020-02 to 2023-06 · Citizens Securities, Inc · Westwood, MA
  • 2023-06 to 2026-09 · Jpmorgan Chase Bank (ky) · Cranston, RI
  • 2023-06 to 2026-09 · J.P. Morgan Securities LLC · Cranston, RI
  • 2026-09 to Present · Citizens Securities, Inc. · Charlestown, MA

Current employment

SEC IAPD record for Daniel E. Dudemaine

Citizens Securities, Inc.

Regulatory AUM
$12,868,719,975
Registered advisors
785
Offices
1,033
Clients per advisor
77.1 (Moderate)
Average AUM per client
$212.5K (Low)
High-net-worth client ratio
0.1% (Low)

Citizens Securities, Inc.: advisors, services and reported ETF investments

About

Daniel E. Dudemaine is a financial advisor at Citizens Securities, Inc. in Charlestown, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 18 years of reported work history. Reported roles include Jpmorgan Chase Bank (ky), J.P. Morgan Securities LLC, Citizens Bank, N.A., among others.

Citizens Securities, Inc.'s firm-level Form ADV reports 785 advisors across 1,033 offices; approximately 77.1 clients per advisor, average assets per client of $212,548, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Citizens Securities, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

1 Austin Street, Charlestown, MA 02129

1 advisor at this office.

Citizens Securities office in Charlestown, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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