New Hampshire Regulatory Action

New Hampshire Bureau of Securities Regulation: What New Hampshire Financial Regulators Should Do About Citadel

The New Hampshire Bureau of Securities Regulation, Department of State has jurisdiction to investigate Citadel Securities' payment for order flow practices affecting an estimated 250,000 New Hampshire retail investors. Here is what state regulators should do — and why.

The New Hampshire Bureau of Securities Regulation's Authority

New Hampshire Attorney General John Formella and the Bureau of Securities Regulation have authority under the New Hampshire Uniform Securities Act (RSA 421-B) to investigate broker-dealer practices.

The Harm Requiring Regulatory Response

New Hampshire's 'Live Free or Die' ethos extends to its financial markets — but retail investors deserve transparency about how their orders are routed and monetized by Citadel Securities.

What State Regulators Should Do

The New Hampshire Bureau of Securities Regulation, Department of State, in coordination with the New Hampshire Attorney General's office, should:

  • Open an investigation into whether broker-dealers serving New Hampshire residents are meeting best execution obligations under state securities law
  • Issue a formal inquiry to major PFOF-dependent brokers about their routing arrangements with Citadel Securities and the execution quality they achieve for New Hampshire residents
  • Contact NASAA to explore multistate coordination
  • Issue investor education guidance about PFOF practices and how New Hampshire investors can protect themselves
  • Consider rulemaking under state securities law to require enhanced disclosure of PFOF arrangements affecting New Hampshire retail investors

Contacting the New Hampshire Bureau of Securities Regulation

New Hampshire investors and advocates can contact the New Hampshire Bureau of Securities Regulation, Department of State at https://www.sos.nh.gov/securities-regulation to report concerns and request regulatory action on PFOF practices affecting New Hampshire residents.

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