Lester Satlow

CITIZENS PRIVATE WEALTH

BOSTON, MA 02110

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CRD#: 4548345

Professional summary

Lester Satlow, CFP®, who also goes by Lester Elliot Satlow, is a registered financial advisor currently at CITIZENS PRIVATE WEALTH located in Boston, Massachusetts and CITIZENS SECURITIES, INC. located in Medford, Massachusetts.

Lester is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Lester has worked at 6 firms and has passed the Series 63 and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lester Elliot Satlow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lester Satlow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 2, 2019 - Present

CITIZENS PRIVATE WEALTH

Office #1: 99 High Street Floor 22, Boston, MA 02110

RIA

CRD#: 106743

BOSTON, MA

Current

February 7, 2025 - Present

CITIZENS SECURITIES, INC.

Office #1: 20 Cabot Road Ms: Mmf225, Medford, MA 02155

RIA

CRD#: 39550

MEDFORD, MA

Current

November 26, 2024 - Present

CITIZENS SECURITIES, INC.

Office #1: 20 Cabot Road Ms: Mmf225, Medford, MA 02155

RIA

CRD#: 39550

MEDFORD, MA

Past

September 16, 2015 - September 21, 2017

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

RIA

CRD#: 133096

NORTH ANDOVER, MA

Past

January 6, 2012 - December 31, 2014

MERIDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 160143

ANDOVER, MA

Past

November 3, 2004 - February 17, 2011

CABOT WEALTH MANAGEMENT

RIA

CRD#: 107327

SALEM, MA

Past

October 1, 2003 - October 18, 2004

BOSTON ADVISORS, INC.

RIA

CRD#: 110981

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA

Registered Investment Advisory firm - (2/20/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(2/18/2025)

California
(2/19/2025)

Connecticut
(2/7/2025)

IAR

Connecticut
(2/7/2025)

Florida
(2/19/2025)

IAR

Florida
(2/19/2025)

Maine
(2/7/2025)

IAR

Maine
(2/7/2025)

IAR

Maryland
(5/7/2025)

Maryland
(5/12/2025)

IAR

Massachusetts
(10/2/2019)

Massachusetts
(12/16/2024)

Minnesota
(5/7/2025)

IAR

Minnesota
(5/7/2025)

IAR

New Hampshire
(2/7/2025)

New Hampshire
(2/10/2025)

New York
(2/18/2025)

IAR

New York
(2/18/2025)

IAR

Rhode Island
(2/7/2025)

Rhode Island
(2/10/2025)

Vermont
(2/7/2025)

IAR

Vermont
(2/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/14/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/25/2024

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA

Registered Investment Advisory firm - (2/20/1992 Approved)

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Contact information

Main Address

520 White Plains Road 3rd Floor, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 846-0100

Established

Firm type

Fiscal year end

# of Employees

200

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	7,846
AUM (Assets Under Management)	$ 12,182,945,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
07/28/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lester Satlow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lester Satlow's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

MERIDIAN WEALTH MANAGEMENT, LLC

CABOT WEALTH MANAGEMENT

BOSTON ADVISORS, INC.

Primary Firm SEC Registration

CITIZENS PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/2024

Series 7TO

Date: 11/25/2024

FINRA

Current Firm

CITIZENS PRIVATE WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CITIZENS PRIVATE WEALTH

TRUST BUT VERIFY

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