William Hangan is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Johnston, RI, with 11 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
1 Citizens Bank Way, Johnston, RI, 02919
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Regulatory History
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.
Learn about disclosures →Other Business Activities
William is a member of the East Greenwich School Committee, dedicating a few hours per week. He also owns and manages a car rental business, CABA LLC, dedicating about 10-20% of his time, and volunteers with Rhodeway, a non-profit providing financial planning to low-income individuals and military members, dedicating minimal time.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Wealth Management Resources, INC.
Wealth Management Resources, INC.Broker
Santander Securities
Santander Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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