Rupal
Doshi

Pfs Investments Inc

CRD#2654004
Investment Advisor
in Farmingdale, NY

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About this Advisor

Rupal Doshi is a financial advisor operating in Farmingdale, New York with 2 years of industry experience. Doshi works at Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services and Doshi Capital Partners LLC. Doshi maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in New York. Pfs Investments Inc is an advisory company operating out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets under management between its 56,552 client 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 associated with high-net-worth investors who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fees usually are based 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 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

400 Broadhollow Rd Ste 4-F
Farmingdale, NY 11735

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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

Rupal Doshi Work History

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

2006 - Present (18 years)

Pfs Investments Inc

2006 - Present (18 years)

Primerica Financial Services

2008 - 2020 (12 years)

Doshi Capital Partners LLC

*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 Rupal Doshi 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

Francine Hollis
Cleveland, OH
Alexander Hung Van
Pomona, CA
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Mary Schulz
West Chester, OH
Constantin Azman
Hiawatha, IA
Brett Sowers
Rochester, MI
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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