Sebastian
Castano

Pfs Investments Inc

CRD#6939795
Investment Advisor
in Lawrenceville, GA

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About this Advisor

Sebastian Castano is a financial advisor operating in Lawrenceville, Georgia. Castano is an advisor for Pfs Investments Inc. Their career trajectory has included roles at Mcdonalds, Levi'S, Tommy Hilfiger, Cygnus Capital Real Estate Advisors, Steignet, LLC, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Pfs Investments Inc, Primerica Financial Services, Atlanta Best Used Cars, Carl Black Of Kennesaw, Books By The Pound, Mass Mutual, Mutual Of Omaha, Emory University, Georgia State University, Peachtree Ridge High School and Nolan Trasportation Group. Castano has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Pfs Investments Inc is an advisory company based out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It administers $7 billion in assets under management among its 56,552 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. Financial management fee schedules depend on the type of financial services. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2211 Old Norcross Rd Suite C3-D
Lawrenceville, GA 30044

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

GA Average: 58
Total Number of Accounts

56,552

GA Average: 1,608
Average Account Size

$125,337

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Sebastian Castano Work History

Sebastian has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Nolan Trasportation Group

2020 - Present (4 years)

Pfs Investments Inc

2020 - Present (4 years)

Primerica Financial Services

2020 - 2020 (< 1 year)

Atlanta Best Used Cars

2019 - 2020 (1 year)

Carl Black Of Kennesaw

2019 - 2019 (< 1 year)

Books By The Pound

2019 - 2019 (< 1 year)

Mass Mutual

2018 - 2018 (< 1 year)

Mutual Of Omaha Investor Services

2018 - 2018 (< 1 year)

Mutual Of Omaha Insurance Company

2018 - 2019 (1 year)

Books By The Pound

2018 - 2018 (< 1 year)

Mutual Of Omaha

2017 - 2017 (< 1 year)

Cygnus Capital Real Estate Advisors

2017 - 2017 (< 1 year)

Steignet, LLC

2015 - 2017 (2 years)

Emory University

2014 - 2016 (2 years)

Tommy Hilfiger

2013 - 2014 (1 year)

Levi'S

2013 - 2015 (2 years)

Georgia State University

2011 - 2013 (2 years)

Mcdonalds

2010 - 2013 (3 years)

Peachtree Ridge High School

*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 Sebastian Castano 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 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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