Leslie
Bavaro

Citizens Securities, Inc

CRD#4165225
Investment Advisor
in Lake Worth, FL

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About this Advisor

Leslie Bavaro is a financial advisor based in Lake Worth, Florida, working with Citizens Securities, Inc. Leslie has previously held positions at Citigroup Global Markets Inc, Amerant Bank, Amerant Investments Inc, Citizens Bank, and Citizens Securities, Inc. Leslie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Leslie is part of Citizens Securities, Inc, which operates out of Lake Worth, Florida. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Lake Worth, FL

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

FL Average: $2,813,243,532
Total Number of Employees

613

FL Average: 18
Total Number of Accounts

47,222

FL Average: 609
Average Account Size

$154,888

FL Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Leslie Bavaro Work History

2023 - Present (1 year)

Citizens Bank, N/A

2022 - Present (2 years)

Citizens Securities, Inc

2022 - 2023 (1 year)

Citizens Securities, Inc

2020 - 2022 (2 years)

Amerant Bank

2020 - 2022 (2 years)

Amerant Investments Inc

2007 - 2019 (12 years)

Citigroup Global Markets Inc

Disclosures

Please visit the SEC profile of Leslie Bavaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Zachary Brinkley
Clinton Township, MI
Lisa Burke
Johnston, RI
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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