Stefanie
Adams
Pfs Investments Inc
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About this Advisor
Stefanie Adams is a financial advisor operating out of Clifton Park, New York who has 2 years of industry experience. Adams is an advisor for Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services, Homemaker and Wswhe Boces. Adams maintains a Series 63 license, certifying them as a securities agent, and is able to operate in New York and Texas. Pfs Investments Inc is a registered investment company based out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets under management among its 56,552 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers portfolio management for individuals and small businesses. Financial management fee schedules usually are based on the services offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Stefanie Adams Work History
Stefanie has been registered as a financial advisor for 2 years.*
Pfs Investments Inc
Primerica Financial Services
Homemaker
Wswhe Boces
Homemaker
*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 Stefanie 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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Alpharetta, GA
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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.
