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Advisors / Pennsylvania / Coatsville
6yrs

Patrick Devlin

Financial advisor at Citizens Securities

Based in Coatsville, Pennsylvania, Patrick Devlin is a fiduciary financial advisor with 6 years of industry experience. Patrick joined Citizens Securities in 2025, after a year at Mycio Wealth Partners. Patrick holds the CFP® designation.

Coatsville, PACFP®Fiduciary advisor
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At a glance

Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeCoatsville, PA
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state

Services through Citizens Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2025 – now
  2. 2022 – 2024
  3. Feb 2021 – Jun 2022

Contact Patrick

(800) 942-8300Firm headquarters in Johnston, RI. Ask for Patrick. Coatsville, PAOffice · Get directions Facebook pageCitizens Securities

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Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Citizens Securities at (800) 942-8300 and ask for Patrick Devlin. Patrick works from the Coatsville, PA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2021, about 6 years. 6 years in the industry.

What licenses does Patrick hold?

Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Citizens Securities reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.