Steven
Potwin
Citizens Securities, Inc
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About this Advisor
Steven Potwin is a financial advisor based in Brattleboro, Vermont, working with Citizens Securities, Inc. Steven has previously held positions at Santander Securities, LLC, Santander Bank, Na, Boston Beer Works, Citizens Bank, Citizens Securities, Inc, Valic Financial Advisors, Inc, Td Bank, Agia, Northwestern Mutual Wealth Management Company, Randy Lowenberg, and Northwestern Mutual Investment Services. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire and Vermont. Currently, Steven is part of Citizens Securities, Inc, which operates out of Brattleboro, Vermont. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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
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Fee Structure
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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
Steven Potwin Work History
Citizens Securities, Inc
Northwestern Mutual Wealth Management Company
Randy Lowenberg
Northwestern Mutual Investment Services
Valic Financial Advisors, Inc
Agia
Td Bank
Citizens Securities, Inc
Citizens Bank
Boston Beer Works
Santander Securities, LLC
Santander Bank, Na
Disclosures
Please visit the SEC profile of Steven Potwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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