George Bello is a registered investment advisor at Citizens Securities, INC., based in Pittsburgh, PA, with 21 years of industry experience. George 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
70 Towne Square Way, Ms: 15B-0050, Pittsburgh, PA, 15227
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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
George acts as a power of attorney for his mother, Bonnie G. Bello. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
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.