Bailey
Lucier

Citizens Securities, Inc

CRD#7208588
Investment Advisor
in Syracuse, NY

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About this Advisor

Bailey Lucier is a financial advisor based in Syracuse, New York, working with Citizens Securities, Inc. Bailey has previously held positions at The Ayco Company, L.P./Mercer Allied, Brown & Brown, Coldwell Banker Prime Properties, Marist College, Goldman Sachs & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, and Citizens Securities Inc. Bailey has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Bailey is part of Citizens Securities, Inc, which operates out of Syracuse, New York. 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 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

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100
Syracuse, NY 13202

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

NY Average: 18
Total Number of Accounts

47,222

NY Average: 609
Average Account Size

$154,888

NY Average: $4,619,448

Investment Advisory Services

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

Bailey Lucier Work History

2024 - Present (0 year)

Citizens Securities Inc

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2023 - Present (1 year)

Bank Of America N.A

2021 - 2023 (2 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2019 - 2019 (< 1 year)

Brown & Brown

2018 - 2019 (1 year)

Coldwell Banker Prime Properties

2014 - 2018 (4 years)

Marist College

Disclosures

Please visit the SEC profile of Bailey Lucier 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
Brian Sullivan
Woburn, MA
Brandon Lorenz
Fort Washington, PA
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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