Thaddeus
Ripa

Pfs Investments Inc

CRD#1920951
Investment Advisor
in Delray Beach, FL

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About this Advisor

Thaddeus Ripa is a financial advisor based in Delray Beach, Florida, working with Pfs Investments Inc. Thaddeus has previously held positions at Primerica Financial Services and Pfsi Investments, Inc. Thaddeus has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Thaddeus is part of Pfs Investments Inc, which operates out of Delray Beach, 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 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

235 Ne 6Th Ave Unit E-1
Delray Beach, FL 33483

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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

Thaddeus Ripa Work History

1989 - Present (35 years)

Primerica Financial Services

1989 - Present (35 years)

Pfsi Investments, Inc

Disclosures

Please visit the SEC profile of Thaddeus Ripa 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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Michael Giordano
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Alden Small
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Josue Comulada Otero
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The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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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