Haralambos I. Kitsos

BRADFORD FINANCIAL SERVICES

North Andover, MA 01845

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CRD#: 2194430

Professional summary

Haralambos Ignatios Kitsos, CFP®, who also goes by Bob Kitsos, is a registered financial advisor currently at BRADFORD FINANCIAL SERVICES CORP located in North Andover, Massachusetts and OSAIC WEALTH, INC. located in Tarpon Springs, Florida.

Haralambos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Haralambos has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 28, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Kitsos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haralambos Ignatios Kitsos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 3, 1997 - Present

BRADFORD FINANCIAL SERVICES CORP

Office #1: Bradford Financial 232-234 Sutton Street, North Andover, MA 01845

RIA

CRD#: 133220

North Andover, MA

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #2: 232-234 Sutton St., North Andover, MA 01845

RIA

CRD#: 23131

TARPON SPRINGS, FL

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

NORTH ANDOVER, MA

Past

January 3, 2005 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

NORTH ANDOVER, MA

Past

June 28, 2002 - December 31, 2004

CANTELLA & CO., INC.

RIA

CRD#: 13905

NEWTON, NH

Past

July 20, 1994 - December 31, 2004

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

June 6, 1994 - June 28, 1994

CANTELLA & CO., INC.

CRD#: 13905

Past

December 24, 1991 - June 9, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 24, 1991 - June 9, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRADFORD FINANCIAL SERVICES CORP

BRADFORD FINANCIAL SERVICES | HARALAMBOS I. KITSOS, DBA BRADFORD FINANCIAL SERVICES | HARALAMBOS I. KITSOS | BRADFORD FINANCIAL SERVICES, INC. | BRADFORD FINANCIAL SERVICES CORP

CRD#: 133220 / SEC#: 801-117576

RIA

Registered Investment Advisory firm - (11/6/2019 Approved)

Massachusetts

Registered Investment Advisory firm - (12/9/2019 Terminated)

New Hampshire

Registered Investment Advisory firm - (12/16/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/14/2024)

Colorado
(6/14/2024)

IAR

Florida
(4/3/2023)

Florida
(6/14/2024)

Georgia
(8/20/2024)

Idaho
(8/19/2024)

Maine
(6/14/2024)

Maryland
(6/14/2024)

IAR

Massachusetts
(3/3/1997)

Massachusetts
(6/14/2024)

IAR

New Hampshire
(9/14/2018)

New Hampshire
(6/14/2024)

New Jersey
(6/14/2024)

North Carolina
(6/14/2024)

Pennsylvania
(6/14/2024)

South Carolina
(6/14/2024)

Tennessee
(6/14/2024)

IAR

Texas
(2/27/2023)

Texas
(6/14/2024)

Vermont
(6/14/2024)

Virginia
(6/14/2024)

Washington
(9/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 1/2/2023

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 27

Date: 9/13/2004

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/6/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BRADFORD FINANCIAL SERVICES CORP

BRADFORD FINANCIAL SERVICES | HARALAMBOS I. KITSOS, DBA BRADFORD FINANCIAL SERVICES | HARALAMBOS I. KITSOS | BRADFORD FINANCIAL SERVICES, INC. | BRADFORD FINANCIAL SERVICES CORP

CRD#: 133220 / SEC#: 801-117576

RIA

Registered Investment Advisory firm - (11/6/2019 Approved)

Massachusetts

Registered Investment Advisory firm - (12/9/2019 Terminated)

New Hampshire

Registered Investment Advisory firm - (12/16/2019 Terminated)

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Contact information

Main Address

Tarpon Springs, FL

Mailing Address

Po Box 994, Tarpon Springs, FL 34688

Phone number

(978) 809-2338

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRADFORD FINANCIAL SERVICES CORP (2/17/2026)

Regulatory assets under management

Total Number of Accounts	823
AUM (Assets Under Management)	$ 261,856,990

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Haralambos I. Kitsos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haralambos Ignatios Kitsos's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

CANTELLA & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BRADFORD FINANCIAL SERVICES CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/1995

Series 63

Date: 12/27/1991

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/23/1991

Series 28

Date: 1/2/2023

Series 27

Date: 9/13/2004

Series 24

Date: 9/6/1994

FINRA

Current Firm

BRADFORD FINANCIAL SERVICES CORP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRADFORD FINANCIAL SERVICES CORP

TRUST BUT VERIFY

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