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Leslie Michaela Bavaro

Citizens Securities, Inc.

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About Leslie Michaela Bavaro

Leslie Michaela Bavaro is a financial advisor with over 20 years of experience in the industry. Leslie is currently registered with Citizens Securities, Inc. and has been with them since July 2022. Leslie is also a registered Investment Advisor in Florida. Previously, Leslie was employed at Amerant Investments, Inc. and Citigroup Global Markets Inc. Leslie has a strong track record of providing financial guidance to individuals and corporations. Leslie specializes in financial planning and portfolio management.

Firm Information

Leslie Bavaro is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leslie Bavaro’s Registration & Firm History

FL

07/13/2022 - Present

Citizens Securities, Inc. (Lake Worth FL)

FL

01/28/2020 - 04/12/2022

AMERANT INVESTMENTS, INC. (CORAL GABLES FL)

FL

05/29/2007 - 08/06/2019

CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)

FL

04/07/2000 - 05/29/2007

CITICORP INVESTMENT SERVICES (BOYNTON BEACH FL)

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Licenses & Designations

BOTH

Issued 02/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/21/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslie Michaela Bavaro.
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