Daryl Oar
Daryl Oar is a registered investment advisor at Citizens Securities, INC., based in East Aurora, NY, with 33 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
212 Main Street, Ms: Nyr 159, East Aurora, NY, 14052
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Customer Dispute
December 2008Other Business Activities
Daryl is a little league baseball coach since May 2017. This activity requires a few hours per week.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
M&t Securities, INC.Broker
Allstate Financial Services, LLCBroker
Princor Financial Services CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.