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Alexander Bezugly

Citizens Securities, INC.
13 Years of Experience
Conshohocken, PA
1 DisclosureBroker
View SEC Summary
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Alexander Bezugly is a registered investment advisor at Citizens Securities, INC., based in Conshohocken, PA, with 13 years of industry experience. Alexander 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.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
785 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Barr Harbor Drive, Suite 450, Mailstop: Pabh10, Conshohocken, PA, 19428

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alexander is associated with Zoogs Holding LLC to register potential vehicles for personal use since 2017. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Citizens Securities, INC.
December 2022 - Present · 3 yrs 10 mos
Citizens Securities, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2021 - December 2022 · 1 yr 3 mos
LPL Financial LLC
September 2021 - December 2022 · 1 yr 3 mos
Advisors Asset Management, INC.
August 2019 - January 2020 · 5 mos
Advisors Asset Management, INC.Broker
August 2019 - January 2020 · 5 mos
LPL Financial LLC
April 2018 - August 2019 · 1 yr 4 mos
LPL Financial LLCBroker
March 2018 - August 2019 · 1 yr 5 mos
Capital One Advisors, LLC
November 2015 - March 2018 · 2 yrs 4 mos
Capital One Investing, LLCBroker
May 2015 - March 2018 · 2 yrs 10 mos
J.P. Turner & Company, L.L.C.Broker
September 2011 - July 2014 · 2 yrs 10 mos
Legend Securities, INC.Broker
February 2011 - July 2011 · 5 mos
State Registrations7 states
CACTFLNJNYPAUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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