Anthony Fella is a registered investment advisor at Citizens Securities, INC., based in Syracuse, NY, with 13 years of industry experience. Anthony 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
One Lincoln Center, 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY, 13202
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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
Anthony is a Retirement Plan Manager at New York Community Bancorp (NYCB), the parent company for Flagstar Advisors, Inc. This investment-related activity commenced in June 2024 and requires a few hours per week, including during trading hours.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Private Wealth
Citizens Securities, INC.Broker
Previous Registrations
Flagstar Advisors, INC.
Flagstar AdvisorsBroker
Flagstar Advisors, INC.
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities LLCBroker
State Registrations18 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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