Paolo
Saggese

Pfs Investments Inc

CRD#7418193
Investment Advisor
in Middletown, NY

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About this Advisor

Paolo Saggese is a financial advisor working out of Middletown, New York with a total of 1 year of relevant experience. Saggese is on the advisory team at Pfs Investments Inc. Throughout their career, Saggese has worked at Pfs Investments Inc, Primerica Financial Services, Paolo Saggese Dmd Pllc, Community Dental, City Dental Associates, 810 Dental Associates and Woodhull Medical Center. Saggese holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York. Pfs Investments Inc is an advisory firm based out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 financial advisors. It controls $7 billion in total assets among its 56,552 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2277 Goshen Trpk Bldg B
Middletown, NY 10941

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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

Paolo Saggese Work History

Paolo has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Pfs Investments Inc

2020 - Present (4 years)

Primerica Financial Services

2014 - Present (10 years)

Paolo Saggese Dmd Pllc

2014 - 2015 (1 year)

Community Dental

2013 - 2014 (1 year)

City Dental Associates

2013 - 2014 (1 year)

810 Dental Associates

2012 - 2013 (1 year)

Woodhull Medical Center

*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 Paolo Saggese 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

Mary Schulz
West Chester, OH
Hylton Davis
Orlando, FL
Dina Rubakha
Hiawatha, IA
Rachael Pope
Duluth, GA
Christopher Tiano
Albuquerque, NM
David Johnstun
Houston, TX
Brett Sowers
Rochester, MI
Samantha Woodin
Sugar Grove, PA

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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