Michael
Hiatt

Pfs Investments Inc

CRD#2215892
Investment Advisor
in Brandon, FL

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About this Advisor

Michael Hiatt is a financial advisor based in Brandon, Florida, working with Pfs Investments Inc. Michael has previously held positions at Gf Investment Services, LLC, Global Financial Private Capital, LLC, American United Life, Leather Merchandise, Quorum Partners, Michaels Leather Goods, Oneamerica Securities, Primerica Financial Services, Pfs Investments Inc, and as a sole proprietor. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Pfs Investments Inc, which operates out of Brandon, Florida. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1458 Oakfield Dr
Brandon, FL 33511

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

FL Average: 58
Total Number of Accounts

59,808

FL Average: 1,608
Average Account Size

$141,486

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Hiatt Work History

2022 - Present (2 years)

Primerica Financial Services

2022 - Present (2 years)

Pfs Investments Inc

2020 - Present (4 years)

Michael Hiatt Sole Proprietor

2019 - 2020 (1 year)

American United Life

2019 - 2020 (1 year)

Oneamerica Securities

2013 - 2017 (4 years)

Gf Investment Services, LLC

2013 - 2017 (4 years)

Global Financial Private Capital, LLC

2010 - 2019 (9 years)

Leather Merchandise

2010 - 2019 (9 years)

Quorum Partners

1986 - 2019 (33 years)

Michaels Leather Goods

Disclosures

Please visit the SEC profile of Michael Hiatt 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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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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