Bradley
Geltzer

Pfs Investments Inc

CRD#2240554
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Geltzer is a financial advisor working in Orlando, Florida with 2 years of relevant experience. Geltzer currently works for Pfs Investments Inc. Over the course of their career, they have held roles at Cetera Advisors LLC, Lpl Financial, Mid Florida Credit Union, Regions Bank, Cetera Investment Advisors LLC, Cetera Investment Services LLC, Primerica Financial Services, Pfs Investments Inc, Sii and Freedom Financial Group, LLC. Geltzer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Pfs Investments Inc is a firm based out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in assets under management among its 56,552 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial management fee schedules are based on which services are provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7800 Southland Blvd Ste 115-D
Orlando, FL 32809

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

FL Average: $3,570,121,308
Total Number of Employees

3,449

FL Average: 58
Total Number of Accounts

56,552

FL Average: 1,608
Average Account Size

$125,337

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Bradley Geltzer Work History

Bradley has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Primerica Financial Services

2021 - Present (3 years)

Pfs Investments Inc

2018 - 2019 (1 year)

Regions Bank

2018 - 2019 (1 year)

Cetera Investment Advisors LLC

2018 - 2019 (1 year)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Sii

2017 - 2018 (1 year)

Freedom Financial Group, LLC

2014 - 2017 (3 years)

Lpl Financial

2014 - 2017 (3 years)

Mid Florida Credit Union

2013 - 2014 (1 year)

Cetera Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Geltzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Gregory Mays
Baton Rouge, LA
Lydia Feild
Cedar City, UT
John Hemken
Brookfield, WI
Constantin Azman
Hiawatha, IA
Alexander Hung Van
Pomona, CA
Angela Stafford
Southfield, MI
Julius Lee
Corpus Christi, TX
Alvin Hirata
Aiea, HI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started