Lester Satlow (CRD# 4548345) is an Investment Advisor Representative working at Clarfeld in Boston, MA and has 1 year of experience in the finance industry. Lester Satlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarfeld Financial Advisors, LLC | Tarrytown, NY | Sep 2019 - Current | 4 |
| Citizens Bank | Boston, MA | Sep 2017 - Current | 6 |
| New England Investment & Retirement Group, Inc. | North Andover, MA | Aug 2014 - Sep 2017 | 3 |
| Meridian Wealth Management | Andover, MA | Dec 2011 - Jul 2014 | 2 |
- MA
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Total Assets Under Management9,516MILLIONS
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Total Number of Accounts4,456ACCOUNTS
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Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
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