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Alexander Bezugly

Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
7 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Citizens Securities, Inc.Nov 2022 to now
  2. LPL Financial LLCSep 2021 to Nov 2022
  3. UnemployedJan 2020 to Sep 2021
  4. Advisors Asset Management, IncAug 2019 to Jan 2020
  5. LPL Financial LLCMar 2018 to Jul 2019
  6. Northfield BankMar 2018 to Jul 2019
  7. Capital One Advisors, LLCNov 2015 to Mar 2018
  8. Capital One Investing, LLCMay 2015 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 7 states (CA, CT, FL, NJ, NY, PA, UT).

Citizens Securities, Inc.

$12.9BAssets managed
60,545Clients
705Advisers
23 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
5816755
Firm CRD
39550
Advisor's SEC record (opens in a new tab)
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