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).
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Total Assets Under Management2,810MILLION
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Total Number of Accounts7,255ACCOUNTS
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Average Account Value$387,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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 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.
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.
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.
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.
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.
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.
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.