Maxwell
Peyser
Citizens Securities, Inc
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About this Advisor
Maxwell Peyser is a financial advisor based in Albany, New York, working with Citizens Securities, Inc. Maxwell has previously held positions at Fidelity Investments, Needham High School, Pair Payments, Camp Bauercrest, Syracuse University, Saint Joseph's Basketball, Geriatric Medical and Surgical Supply, Briarwood Health Care, Pi Kappa Alpha, Syracuse Hillel, Citizens Securities, Inc, and Citizens Bank. Maxwell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire. Currently, Maxwell is part of Citizens Securities, Inc, which operates out of Albany, New York. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Maxwell Peyser Work History
Citizens Securities, Inc
Citizens Bank
Fidelity Investments
Pair Payments
Pi Kappa Alpha
Syracuse University
Geriatric Medical And Surgical Supply
Syracuse Hillel
Camp Bauercrest
Needham High School
Saint Joseph'S Basketball
Briarwood Health Care
Disclosures
Please visit the SEC profile of Maxwell Peyser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Uncasville, CT
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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