Pfs Investments Inc

Investment Advisor
in Patchogue, NY

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About this Advisor

Joseph Barone is a financial advisor who works out of Patchogue, New York with 2 years of industry experience. Barone is on the advisory team at Pfs Investments Inc. Throughout their career, Barone has worked at Pfs Investments Inc, Primerica Financial Services, Lanco and Island Container. Barone has a Series 63 license, designating them as a securities representative, and is registered to serve investors in New York. Pfs Investments Inc is a registered investment firm that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It oversees $7 billion in assets under management between its 56,552 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fees largely are based on which services the firm provides the client. However, fees charged 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

475 East Main St Ste 215
Patchogue, NY 11772

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Pfs Investments Inc Brokerage Details

Total Assets Under Management


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


NY Average: 58
Total Number of Accounts


NY Average: 1,608
Average Account Size


NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Joseph Barone Work History

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

2014 - Present (10 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

2013 - 2021 (8 years)


2013 - 2013 (< 1 year)

Island Container

*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.


Please visit the SEC profile of Joseph Barone 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

Alvin Hirata
Aiea, HI
Andrea Gibson
Rochester, MI
Mary Schulz
West Chester, OH
Malkah Glasgow
Valley Stream, NY
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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

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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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