People's Securities, Inc.

People's Securities, Inc. (CRD# 13704) is a financial advisory firm headquartered in Bridgeport, CT. They manage $2,810,062,402 in 7,255 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,810
    MILLION
  • Total Number of Accounts
    7,255
    ACCOUNTS
  • Average Account Value
    $387,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at People's Securities, Inc.
Showing 1 - 10 of 123 top financial advisors.
1
Gordon S. Rhoads
CRD#: 6000815
1001 Shelburne Road, South Burlington, VT 05403
98
Wealthminder
score
Gordon Rhoads (CRD# 6000815) is an Investment Advisor Representative working at People's Securities, Inc. in South Burlington, VT and has over 5 years of experience in the finance industry.
2
James P. Alfieri
CRD#: 2089368
One Century Tower 265 Church Street, New Haven, CT 06510
96
Wealthminder
score

James Alfieri (CRD# 2089368) is an Investment Advisor Representative working at People's Securities, Inc. in New Haven, CT and has over 22 years of experience in the finance industry.

3
Roberta P. Anderson
CRD#: 2894918
119 E. Putnam Ave, Cos Cob, CT 06807
96
Wealthminder
score

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.

4
Mario D. Bartoli
CRD#: 2847895
190 Broad St., Milford, CT 06460
96
Wealthminder
score

Mario Bartoli (CRD# 2847895) is an Investment Advisor Representative working at People's Securities, Inc. in Milford, CT and has over 21 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.

5
Stephen W. Bright
CRD#: 2601127
One Financial Plaza, Hartford, CT 06103
96
Wealthminder
score

Stephen Bright (CRD# 2601127) is an Investment Advisor Representative working at People's Securities, Inc. in Hartford, CT and has over 22 years of experience in the finance industry.

6
George H. Clough
CRD#: 1178077
850 Main Street, Bridgeport, CT 06604
96
Wealthminder
score

George Clough (CRD# 1178077) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 24 years of experience in the finance industry. George Clough 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.

7
John A. Conlon
CRD#: 1345893
850 Main Street, Bridgeport, CT 06604
96
Wealthminder
score

John Conlon (CRD# 1345893) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 32 years of experience in the finance industry.

8
Christopher A. Dende
CRD#: 6094103
850 Main Street, Bridgeport, CT 06604
96
Wealthminder
score

Christopher Dende (CRD# 6094103) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 5 years of experience in the finance industry. Christopher Dende 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.

9
Michael R. Gold
CRD#: 4171638
850 Main Street, Bridgeport, CT 06604
96
Wealthminder
score

Michael Gold (CRD# 4171638) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 17 years of experience in the finance industry. Michael Gold 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.

10
Howard W. Gorham
CRD#: 1978611
35 Cold Spring Road, Suite 112, Rocky Hill, CT 06067
96
Wealthminder
score

Howard Gorham (CRD# 1978611) is an Investment Advisor Representative working at People's Securities, Inc. in Rocky Hill, CT and has over 28 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.