Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
9yrs
Patrick Dunk
Financial advisor at Citizens Securities
Based in Boston, Massachusetts, Patrick Dunk is a fiduciary financial advisor with 9 years of industry experience. Patrick joined Citizens Securities in 2021, after a year at Merrill. Patrick holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office426 Boylston Street Ms: Ma619, Boston, MA 02116
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.
Career
- 2021 – nowCitizens Securities, Inc.Current firm
- May 2018 – May 2019MerrillPreviously
Contact Patrick
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Patrick. 426 Boylston Street Ms: Ma619Boston, MA 02116Office · Get directions Facebook pageCitizens Securities
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Dunk. Patrick works from the Boston, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. 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.
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