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Dimitri Koutsiaftis

Citizens Securities, Inc.

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About Dimitri Koutsiaftis

Dimitri Koutsiaftis is a financial professional with over eight years of experience in the industry. Dimitri is currently registered with Citizens Securities, Inc. Dimitri provides financial planning and portfolio management services to individuals and corporations. Dimitri's areas of expertise include specializations such as asset allocation, portfolio construction, and retirement planning.

Firm Information

Dimitri Koutsiaftis is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dimitri Koutsiaftis’s Registration & Firm History

FL

09/26/2023 - Present

Citizens Securities, Inc. (West Palm Beach FL)

NY

09/17/2019 - 09/23/2022

BENCHMARK INVESTMENTS, LLC (New York NY)

GA

05/28/2019 - 09/17/2019

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

NY

04/17/2019 - 05/30/2019

REID & RUDIGER LLC (NEW YORK NY)

NY

02/23/2019 - 04/24/2019

BENCHMARK INVESTMENTS, INC. (New York NY)

NY

03/22/2016 - 02/21/2019

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

12/07/2005 - 01/13/2006

VFINANCE INVESTMENTS, INC (NEW YORK NY)

NY

11/21/2005 - 11/22/2005

MAXIM GROUP LLC (NEW YORK NY)

FL

01/07/2005 - 04/07/2005

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

NY

02/11/2004 - 11/30/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

08/19/2003 - 09/12/2003

MAXIM GROUP LLC (NEW YORK NY)

NY

04/29/2003 - 08/22/2003

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

NY

11/07/2002 - 02/24/2003

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

BOTH

Issued 09/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dimitri Koutsiaftis.
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