Saji
Thomas

Pfs Investments Inc

CRD#5535532
Investment Advisor
in Copiague, NY

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About this Advisor

Saji Thomas is a financial advisor working in Copiague, New York who has 2 years of industry experience. Thomas is currently employed by Pfs Investments Inc. During their career, Thomas has held roles at Primerica Financial Services, Akbar Travels Of India, Pfs Investments Inc and United Nations. Thomas maintains a Series 63 license, which qualifies them as a securities representative, and is able to operate in New York and Texas. 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 people on staff. It manages $7 billion in assets between its 56,552 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending 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

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

63-112A Woodhaven Blvd Ste G
Copiague, NY 11726

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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

Saji Thomas Work History

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

2010 - Present (14 years)

Pfs Investments Inc

2006 - Present (18 years)

Primerica Financial Services

2019 - 2019 (< 1 year)

Akbar Travels Of India

1994 - 2019 (25 years)

United Nations

*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 Saji Thomas 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
Charles Swope
York, PA
Mary Schulz
West Chester, OH
Christopher Tiano
Albuquerque, NM
Esther White
Avondale, AZ
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI
Francine Hollis
Cleveland, OH

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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