Bailey Lucier
Investment adviser representative at Citizens Securities, Inc.
12 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
12 years in the industry.
- Citizens Securities, Inc.May 2024 to now
- Bank of America N.A.Apr 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to May 2024
- Goldman Sachs & Co. LLCJan 2021 to Feb 2023
- The Ayco Company, L.p./mercer AlliedNov 2019 to Jan 2021
- UnemployedJun 2019 to Oct 2019
- Brown & BrownMar 2019 to May 2019
- Coldwell Banker Prime PropertiesOct 2018 to Feb 2019
- UnemployedJun 2018 to Sep 2018
- Marist CollegeSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 7 states (FL, NJ, NM, NY, PA, TX, VT).
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
- 7208588
- Firm CRD
- 39550