Gregory
Siravo

Pfs Investments Inc

CRD#1726130
Investment Advisor
in Maumee, OH

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About this Advisor

Gregory Siravo is a financial advisor based in Maumee, Ohio, working with Pfs Investments Inc. Gregory has previously held positions at The Anderson's, Pfs Investments Inc, Primerica Financial Services, and Newman Financial. Gregory has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Gregory is part of Pfs Investments Inc, which operates out of Maumee, Ohio. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6821 Salisbury Rd
Maumee, OH 43537

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

OH Average: $3,570,121,308
Total Number of Employees

3,590

OH Average: 58
Total Number of Accounts

59,808

OH Average: 1,608
Average Account Size

$141,486

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gregory Siravo Work History

2020 - Present (4 years)

Newman Financial

1991 - Present (33 years)

Primerica Financial Services

1987 - Present (37 years)

Pfs Investments Inc

1979 - 2019 (40 years)

The Anderson'S

Disclosures

Please visit the SEC profile of Gregory Siravo 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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Alexander Hung Van
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Heather Horan
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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