Adviser and broker representative · Citizens Securities, Inc.
Danilo Rodrigues De Carvalho
CRD 7461601 · Novi, MI
At a glance
Danilo Rodrigues De Carvalho is an investment adviser representative with Citizens Securities, Inc. in Novi, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Danilo’s SEC record dates to 2022, about 4 years ago. Danilo is also registered as a broker representative.
Current advisory firm
- Citizens Securities, Inc.Since July 2025Novi, MI · $13B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Danilo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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