Bart
Dichiaro
Pfs Investments Inc
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About this Advisor
Bart Dichiaro is a financial advisor who works out of Briarcliff Manor, New York who has 2 years of industry experience. Dichiaro currently works for Pfs Investments Inc. Throughout their career, they have worked at Quest Capital Strategies, Inc, Capital Markets Consulting, New York Life Insurance Co, Nylife Securities LLC, Jpmorgan Securities LLC, Jpmorgan Chase Bank, Preparing For New Position, Sa Stone Wealth Management Inc, Sa Stone Investment Advisors Inc, Pfs Investments Inc, Primerica Financial Services and Quest Capital Strategies. Dichiaro has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New York and Texas. Pfs Investments Inc is an advisory firm based in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in assets between its 56,552 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The business offers portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which service is provided. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Bart Dichiaro Work History
Bart has been registered as a financial advisor for 2 years.*
Pfs Investments Inc
Primerica Financial Services
Sa Stone Wealth Management Inc
Sa Stone Investment Advisors Inc
Quest Capital Strategies, Inc
Quest Capital Strategies
Preparing For New Position
Jpmorgan Securities LLC
Jpmorgan Chase Bank
Quest Capital Strategies, Inc
New York Life Insurance Co
Nylife Securities LLC
Capital Markets Consulting
*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 Bart Dichiaro 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.
