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).

By the Numbers
  • Total Assets Under Management
    687
    MILLION
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $778,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, 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

Financial Advisors at People's Securities, Inc.
Showing 1 - 10 of 75 top financial advisors.
1
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 19 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.

2
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 19 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.

3
Howard W. Gorham
CRD#: 1978611
850 Main Street, Bridgeport, CT 06604
96
Wealthminder
score

Howard Gorham (CRD# 1978611) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 27 years of experience in the finance industry.

4
Curtis O. Irby
CRD#: 2188612
850 Main Street, Bridgeport, CT 06601
96
Wealthminder
score

Curtis Irby (CRD# 2188612) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 18 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.

5
Utpal Parekh
CRD#: 5664153
714 North Main Street, West Hartford, CT 06107
96
Wealthminder
score

Utpal Parekh (CRD# 5664153) is an Investment Advisor Representative working at People's Securities, Inc. in West Hartford, CT and has over 7 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.

6
Jose M. Abreu
CRD#: 5054052
850 Main Street, Bridgeport, CT 06601
93
Wealthminder
score

Jose Abreu (CRD# 5054052) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 10 years of experience in the finance industry.

7
Christopher A. Aguele
CRD#: 2746777
850 Main Street, Bridgeport, CT 06601
93
Wealthminder
score

Christopher Aguele (CRD# 2746777) is an Investment Advisor Representative working at People's Securities, Inc. in Bridgeport, CT and has over 8 years of experience in the finance industry.

8
Sandra L. Allyn-Gauthier
CRD#: 4400570
42 Town Street, Norwich, CT 06360
93
Wealthminder
score

Sandra Allyn-Gauthier (CRD# 4400570) is an Investment Advisor Representative working at People's Securities, Inc. in Norwich, CT and has over 15 years of experience in the finance industry.

9
Sabrina A. Angiolillo
CRD#: 4237781
1055 Post Road, Fairfield, CT 06824
93
Wealthminder
score

Sabrina Angiolillo (CRD# 4237781) is an Investment Advisor Representative working at People's Securities, Inc. in Fairfield, CT and has over 16 years of experience in the finance industry.

10
Arden A. Baptiste
CRD#: 2456222
80 Route 6, Baldwin Place, NY 10505
93
Wealthminder
score

Arden Baptiste (CRD# 2456222) is an Investment Advisor Representative working at People's Securities, Inc. in Baldwin Place, NY and has over 19 years of experience in the finance industry.

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