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PEOPLE'S UNITED ADVISORS, INC.

BRIDGEPORT, CT · CRD 292454 · IAPD ↗ · 646-971-2505

$845.2MRegulatory AUM
27Advisory reps
53Employees
1567Clients
1-10Planning clients
0Private funds
34States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
November 2024 — PEOPLE'S UNITED ADVISORS, INC. (BRIDGEPORT, CT) left the SEC roster (was $845.2M RAUM, 27 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2024 — PEOPLE'S UNITED ADVISORS, INC. reported RAUM down 41% ($1.42B -> $845.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.