DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Lester Satlow
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Lester Elliot Satlow
At current firm
6 y
since Oct 2, 2019
In the industry
22 y
since Oct 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
11
current, as an IAR
Firms today
2
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Citizens Securities, Inc. BD affiliated currentsince Feb 7, 2025 · Syracuse, Ny
- Citizens Private Wealth BD affiliated currentsince Oct 2, 2019 · Tarrytown, Ny
- New England Investment & Retirement Group, Inc. formerSep 16, 2015 to Sep 21, 2017 · North Andover, Ma
- Meridian Wealth Management, LLC unclassifiedJan 6, 2012 to Dec 31, 2014 · Andover, Ma
- Cabot Wealth Management independent RIANov 3, 2004 to Feb 17, 2011 · Salem, Ma
- Boston Advisors, Inc. unclassifiedOct 1, 2003 to Oct 18, 2004 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- New England Investment & Retirement Group, Inc. to Citizens Private Wealthleft Sep 21, 2017, registered Oct 2, 2019 (741 days) · Other
- Meridian Wealth Management, LLC to New England Investment & Retirement Group, Inc.left Dec 31, 2014, registered Sep 16, 2015 (259 days) · Other
- Cabot Wealth Management to Meridian Wealth Management, LLCleft Feb 17, 2011, registered Jan 6, 2012 (323 days) · Other
- Boston Advisors, Inc. to Cabot Wealth Managementleft Oct 18, 2004, registered Nov 3, 2004 (16 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address