Antonio Lisi is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Albany, NY, with 24 years of industry experience. Antonio 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
20 Corporate Woods Blvd, Suite 302, Ms: Nyac10, Albany, NY, 12211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Antonio owns and manages multiple rental properties, dedicating a few hours per week to these activities. He also works as a notary public, spending minimal time on this role.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Sentinel Pension Advisors INC
Origin Financial
Financial Engines Advisors L.L.C.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Boston Merchant Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Summitalliance Advisors, L.L.C.
Summitalliance Securities, L.L.C.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
Dion Money Management INC
Legacy Financial Services, INC.Broker
Advisory Group Equity Services LTD.Broker
W.E. Donoghue & CO., INC.
Conseco Financial Services, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Equity Sales, INC.Broker
D. Blech & Company, IncorporatedBroker
Gruntal & CO. IncorporatedBroker
L.C. Wegard & CO., INC.Broker
State Registrations4 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.