Anthony
Pinto

Pfs Investments Inc

CRD#4740043
Investment Advisor
in Bronx, NY

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About this Advisor

Anthony Pinto is a financial advisor operating in Bronx, New York who has 2 years of industry experience. Pinto is an advisor for Pfs Investments Inc. Over the course of their career, Pinto has held roles at Primerica Financial Services and Pfs Investments Inc. Pinto has a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in New York. Pfs Investments Inc is an advisory firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It oversees $7 billion in assets between its 56,552 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The business offers portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the type of financial services. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

978 E Gunhill Rd
Bronx, NY 10469

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NY Average: 58
Total Number of Accounts

56,552

NY Average: 1,608
Average Account Size

$125,337

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Anthony Pinto Work History

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

2008 - Present (16 years)

Pfs Investments Inc

2001 - Present (23 years)

Primerica Financial Services

*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 Anthony Pinto 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

Christopher Tiano
Albuquerque, NM
Bobby Powers
Grayson, GA
Dina Rubakha
Hiawatha, IA
Francine Hollis
Cleveland, OH
David Johnstun
Houston, TX
Hylton Davis
Orlando, FL
Esther White
Avondale, AZ
Walter Mcnall
Clifton Park, NY

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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