Adviser and broker representative · Citizens Securities, Inc.
Lester Satlow
CRD 4548345 · Naples, FL
At a glance
Lester Satlow is an investment adviser representative with Citizens Securities, Inc. in Naples, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lester’s SEC record dates to 2003, about 23 years ago. Lester is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Citizens Securities, Inc.Since February 2025Naples, FL · $13B in regulatory assets
- Citizens Private WealthSince October 2019Boston, MA · $17B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 11 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lester’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
- 4 firmsLocked
- 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
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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.