Daniel Thomas Henneghan

Citizens Private Wealth

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Citizens Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$5.9M average

Assets Under Management

$12.2B

Fee Structure

Minimum Investment:$3M

Location

Bingham Farms, MI

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Citizens Private Wealth

September 2024 - Present · 1 yr 5 mos

Citizens Securities, INC.

March 2024 - Present · 1 yr 11 mos

Citizens Securities, INC.Broker

March 2024 - Present · 1 yr 11 mos

Citizens Securities, INC.

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Modern Wealth Management, LLC

November 2023 - April 2024 · 5 mos

First Republic Investment Management, INC.

April 2022 - June 2023 · 1 yr 2 mos

First Republic Securities Company, LLCBroker

January 2022 - June 2023 · 1 yr 5 mos

Fbr Capital Markets & CO.Broker

January 2014 - February 2016 · 2 yrs 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.