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Peter Coutracos

Citizens Securities, Inc.

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About Peter Coutracos

Peter Coutracos is a financial advisor with Citizens Securities, Inc., a firm that manages $1 billion to $10 billion in assets. Peter has been a financial advisor since February 19, 2000. Peter specializes in securities, investment advisory services, and financial planning. Citizens Securities, Inc. has offices in Johnston, Rhode Island, and other branch offices, including Nashua, New Hampshire and Woburn, Massachusetts. The firm works with individuals, high-net-worth individuals, corporations and other businesses, and has a total of 53,044 clients.

Firm Information

Peter Coutracos 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 Coutracos’s Registration & Firm History

NH

10/03/2024 - Present

Citizens Securities, Inc. (NASHUA NH)

MA

08/02/2019 - 08/03/2022

SANTANDER SECURITIES LLC (Haverhill MA)

MA

05/29/2012 - 07/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONCORD MA)

MA

01/27/2011 - 01/09/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANDOVER MA)

RI

07/09/1993 - 12/15/2004

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Coutracos.
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