Alexander Bezugly is a registered investment advisor at Citizens Securities, INC., based in Feasterville, PA, with 12 years of industry experience. Alexander 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
60 East Street Road, Mailstop: Pa389, Feasterville, PA, 19053
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Regulatory History (1)
Customer Dispute
August 2017Other 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.
Citizens Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
J.P. Turner & Company, L.L.C.Broker
Legend Securities, INC.Broker
State Registrations5 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.