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Peter Andrew Nikitaidis

Citizens Securities, Inc.

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About Peter Andrew Nikitaidis

Peter Nikitaidis is a financial professional with over 20 years of experience in the financial industry. Peter is currently a Registered Representative and Investment Advisor Representative with Citizens Securities, Inc., a firm with over $9 billion in assets under management. Peter has held previous roles with firms such as Pickwick Capital Partners, LLC and Meridian Equity Partners, Inc.

Firm Information

Peter Nikitaidis 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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Peter Nikitaidis’s Registration & Firm History

CT

05/17/2016 - Present

Citizens Securities, Inc. (ROCKY HILL CT)

NY

04/26/2013 - 11/06/2015

PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)

NY

10/08/2012 - 12/31/2012

MERIDIAN EQUITY PARTNERS, INC. (NEW YORK NY)

NY

02/26/2009 - 11/15/2010

NUTMEG SECURITIES, LLC (NEW YORK NY)

NY

05/16/2005 - 02/03/2009

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

04/26/2004 - 03/23/2005

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

08/20/2002 - 04/26/2004

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

IL

07/10/1998 - 06/04/1999

HEDGE INVESTOR SERVICES, INC. (CHICAGO IL)

NY

02/12/1998 - 12/31/1998

CNA INVESTOR SERVICES, INC. (NEW YORK NY)

NY

08/08/1996 - 01/16/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Andrew Nikitaidis.
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