Kristina P. Koutrakos
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kristina Pauline Koutrakos, who also goes by Kristina Koutrakos Poutre, was a registered financial professional .
Kristina is a previously registered financial professional and started their career in finance in 2010. Kristina had worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 6, 2012 - April 14, 2014
MANCHESTER CAPITAL MANAGEMENT LLC
June 17, 2010 - October 18, 2010
ALTRUSHARE SECURITIES LLC
Primary Firm SEC Registration
MANCHESTER CAPITAL MANAGEMENT LLC
CRD#: 110003 / SEC#: 801-43586
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 7/14/2010
Limited Representative-Equity Trader ExamCurrent Firm
MANCHESTER CAPITAL MANAGEMENT LLC
CRD#: 110003 / SEC#: 801-43586
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,664 |
| AUM (Assets Under Management) | $ 3,535,130,537 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/26/2025 | ||
| 08/20/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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