Peter Coutracos
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
47 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Citizens Securities, Inc.Sep 2024 to now
- Eag, LLCAug 2022 to Sep 2024
- Efs, IncAug 2022 to Sep 2024
- Santander Bank, NAJul 2019 to Aug 2022
- Santander Securities, LLCJul 2019 to Aug 2022
- Bank of America, N.A.Jun 2012 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 47 states (AK, AL, AR, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2331339
- Firm CRD
- 39550