Stuart
Berg

Pfs Investments Inc

CRD#2878187
Investment Advisor
in Patchogue, NY

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About this Advisor

Stuart Berg is a financial advisor based out of Patchogue, New York who has 2 years of industry experience. Berg is on the advisory team at Pfs Investments Inc. Their career trajectory has included roles at H&R Block Financial Advisors, Inc, Us Postal Service, Pfs Investments Inc, Ameriprise Financial Services, Inc and Primerica Financial Services. Berg has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Pfs Investments Inc is a business operating out of Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It oversees $7 billion in assets under management across its 56,552 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The firm provides portfolio management for individuals and small businesses. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

475 East Main St Ste 215
Patchogue, NY 11772

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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

Stuart Berg Work History

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

2019 - Present (5 years)

Pfs Investments Inc

2003 - Present (21 years)

H&R Block Financial Advisors, Inc

1997 - Present (27 years)

Primerica Financial Services

1992 - Present (32 years)

Us Postal Service

2016 - 2018 (2 years)

Pfs Investments Inc

2009 - 2015 (6 years)

Ameriprise Financial Services, Inc

*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 Stuart Berg 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

Alvin Hirata
Aiea, HI
Andrea Gibson
Rochester, MI
Mary Schulz
West Chester, OH
Malkah Glasgow
Valley Stream, NY
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA

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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