People's Securities, Inc.
People's Securities, Inc. (CRD# 13704) is a financial advisory firm headquartered in Bridgeport, CT. They manage $686,824,582 in 882 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management687MILLION
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Total Number of Accounts882ACCOUNTS
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Average Account Value$778,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI
Roberta Anderson (CRD# 2894918) is an Investment Advisor Representative working at People's Securities, Inc. in Cos Cob, CT and has over 20 years of experience in the finance industry. Roberta Anderson 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.
Mario Bartoli (CRD# 2847895) is an Investment Advisor Representative working at People's Securities, Inc. in Milford, CT and has over 20 years of experience in the finance industry. Mario Bartoli 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.
Howard Gorham (CRD# 1978611) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 28 years of experience in the finance industry.
Curtis Irby (CRD# 2188612) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 19 years of experience in the finance industry. Curtis Irby 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.
Utpal Parekh (CRD# 5664153) is an Investment Advisor Representative working at People's Securities, Inc. in West Hartford, CT and has over 8 years of experience in the finance industry. Utpal Parekh 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.
Jose Abreu (CRD# 5054052) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 11 years of experience in the finance industry.
Christopher Aguele (CRD# 2746777) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 9 years of experience in the finance industry.
Sandra Allyn-Gauthier (CRD# 4400570) is an Investment Advisor Representative working at People's Securities, Inc. in Norwich, CT and has over 16 years of experience in the finance industry.
Sabrina Angiolillo (CRD# 4237781) is an Investment Advisor Representative working at People's Securities, Inc. in Fairfield, CT and has over 17 years of experience in the finance industry.