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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)22 years in industry

Lester Satlow

Advisor at CITIZENS PRIVATE WEALTH

MEDFORD, MA | TARRYTOWN, NY | SYRACUSE, NY | BOSTON, MA

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Search this name across graphsid dfx:ria:bf09e0d6-94e7-680c-a3eb-d2601f3aacd2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS PRIVATE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 11
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Dec 14, 2024
First registration: Oct 1, 2003
Dual registered: yes, broker-dealer
Other names: LESTER ELLIOT SATLOW
IAPD individual key: 4548345

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Feb 7, 2025	n/a	yes	SYRACUSE, NY\|MEDFORD, MA	Current employment
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Oct 2, 2019	n/a	yes	TARRYTOWN, NY\|BOSTON, MA	Current employment
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.	Former SEC adviser	Sep 16, 2015	Sep 21, 2017	no	NORTH ANDOVER, MA	Previous registration
MERIDIAN WEALTH MANAGEMENT, LLC	n/a	Jan 6, 2012	Dec 31, 2014	no	ANDOVER, MA	Previous registration
CABOT WEALTH MANAGEMENT	Independent wealth	Nov 3, 2004	Feb 17, 2011	no	SALEM, MA	Previous registration
BOSTON ADVISORS, INC.	n/a	Oct 1, 2003	Oct 18, 2004	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.	CITIZENS PRIVATE WEALTH	Sep 21, 2017	Oct 2, 2019	741	Firm change after gap	Other
MERIDIAN WEALTH MANAGEMENT, LLC	NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.	Dec 31, 2014	Sep 16, 2015	259	Firm change	Other
CABOT WEALTH MANAGEMENT	MERIDIAN WEALTH MANAGEMENT, LLC	Feb 17, 2011	Jan 6, 2012	323	Firm change	Other
BOSTON ADVISORS, INC.	CABOT WEALTH MANAGEMENT	Oct 18, 2004	Nov 3, 2004	16	Firm change	Other

Relationships

Registered with (6)

→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: current employment
Oct 2, 2019 to presentfactForm ADV
→ NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.Registered adviserregistration: previous registration
Sep 16, 2015 to Sep 21, 2017factForm ADV
→ MERIDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to Dec 31, 2014factForm ADV
→ CABOT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 3, 2004 to Feb 17, 2011factForm ADV
→ BOSTON ADVISORS, INC.Registered adviserregistration: previous registration
Oct 1, 2003 to Oct 18, 2004factForm ADV

Dated events

No dated event names this entity yet.