Peter Christie
Peter Christie is a registered investment advisor at Citizens Securities, INC., based in Boardman, OH, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
955 Boardman-Poland Road, Boardman, OH, 44512
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2010Customer Dispute
July 1996Other Business Activities
Peter owns an IRA rental property, a custom home theater installation business, and Christie Holdings LLC, where he manages rental property. He is also the president of Olde Charted Trail Property Association, dedicating minimal time to approving designs and landscapes.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
NFP Securities, INC.
NFP Securities, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Uvest Financial Services Group, INC.Broker
Great American Advisors, INC.Broker
Midwestern Investment CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.