Daniel
Szatkowski

Pfs Investments Inc

CRD#5631863
Investment Advisor
in Valley Stream, NY

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About this Advisor

Daniel Szatkowski is a financial advisor based out of Valley Stream, New York who has 2 years of industry experience. Szatkowski currently works for Pfs Investments Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc and Ehr Financial Group. Szatkowski has a Series 63 license, certifying them as a securities representative, and is registered to advise clients in New York and Texas. Pfs Investments Inc is a financial advisory company headquartered in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It handles $7 billion in assets across its 56,552 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fees typically are based on which services are offered. 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

71 South Central Ave Ste 106-D
Valley Stream, NY 11580

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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

Daniel Szatkowski Work History

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

2018 - Present (6 years)

Ehr Financial Group

2009 - Present (15 years)

Pfs Investments Inc

2008 - Present (16 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 Daniel Szatkowski 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

David Johnstun
Houston, TX
Andrea Gibson
Rochester, MI
Samantha Woodin
Sugar Grove, PA
Christopher Tiano
Albuquerque, NM
Hylton Davis
Orlando, FL
Malkah Glasgow
Valley Stream, NY
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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