Pfs Investments Inc

Investment Advisor
in Orlando, FL

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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

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Pfs Investments Inc Brokerage Details

Total Assets Under Management


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


FL Average: 58
Total Number of Accounts


FL Average: 1,608
Average Account Size


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)


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.


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.

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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

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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.

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