Pfs Investments Inc

Investment Advisor
in Baldwinsville, NY

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About this Advisor

Michael Adams is a financial advisor who works out of Baldwinsville, New York with a total of 2 years of relevant experience. Adams works at Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, Dial America, Primerica Financial Services, Ups and Genesis Communication Of Rochester. Adams maintains a Series 63 license, certifying them as a securities agent, and can serve investors 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 has $7 billion in assets across its 56,552 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial management usually are based on which service is offered. Fee types 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

12 Oswego St Ste 102
Baldwinsville, NY 13027

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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

Michael Adams Work History

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

2017 - Present (7 years)

Genesis Communication Of Rochester

2016 - Present (8 years)


2013 - Present (11 years)

Pfs Investments Inc

2010 - Present (14 years)

Primerica Financial Services

2012 - 2015 (3 years)

Dial America

*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 Michael Adams 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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Bradley Geltzer
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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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