People's United Advisors is an investment advisor in Bridgeport with $1.42 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824060345
SEC advisor number
801-112648
FINRA CRD number
292454
AUM ?
$1.42 bn
(as of 23 Jun 23)
Accounts
3,616
(as of 23 Jun 23)
Employees
53
(27 investment advisory or research)
Office hours
Monday - Friday, 8:30 - 5:00
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Manufacturers and Traders Trust Company | Sole Stockholder | 04/2022 | > 75% |
M&T Bank Corporation | Sole Stockholder | 04/2022 | > 75% |
Baldauf, Andrew, JOHN | Chief Compliance Officer | 09/2022 | < 5% |
Meister, Doris, Powers | Chair of the Board and Chiefexecutive Officer | 02/2018 | < 5% |
Pearson, Kevin, J | Director | 12/2018 | < 5% |
Roth, Anthony, Michael | President & Chief Investmentofficer, Director | 02/2015 | < 5% |
Taylor, Eric, Wesley | Director | 06/2022 | < 5% |
Warren, Edna, Jennifer | Director | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
7 May 24
13F-NT
Notice of holdings reported by another manager
6 Feb 24
13F-NT
Notice of holdings reported by another manager
2 Nov 23
13F-NT
Notice of holdings reported by another manager
9 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
14 Nov 18