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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
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.
Exams
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