Lester Satlow
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$16.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Jun 2023 to now
- Citizens Private WealthSep 2019 to now
- Citizens BankSep 2017 to now
- Citizens Securities, Inc.Sep 2017 to May 2019
- New England Investment & Retirement Group, Inc.Aug 2014 to Sep 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4548345
- Firm CRD
- 106743