The Practical Planner
30yrs
Top advisor by experience in Groton
7yrs
Patrick Hurley
Financial advisor at Citizens Securities
Based in Groton, Massachusetts, Patrick Hurley is a fiduciary financial advisor with 7 years of industry experience. Patrick has been with Citizens Securities since 2022; before that, Patrick spent a year at Merrill. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 10 advisors with offices in Groton, and one of 9 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?More experience than 50% of advisors in Groton
Office163 Main Street Ms: Ma-762, Groton, MA 01450
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCitizens Securities, Inc.Current firm
- Sep 2019 – Aug 2020MerrillPreviously
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 Hurley. Patrick works from the Groton, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 7 years. More experience than 50% of advisors in Groton.
What licenses does Patrick hold?
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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