Donald
Steely Ii

Pfs Investments Inc

CRD#4259096
Investment Advisor
in Brentwood, TN

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About this Advisor

Donald Steely II is a financial advisor based in Brentwood, Tennessee, working with Pfs Investments Inc. Donald has previously held positions at Primerica Financial Services, Pfs Investments Inc, and Marshall Co. School. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Donald is part of Pfs Investments Inc, which operates out of Brentwood, Tennessee. 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, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1802 Williamson Ct Ste 101
Brentwood, TN 37027

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

TN Average: 58
Total Number of Accounts

59,808

TN Average: 1,608
Average Account Size

$141,486

TN Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Donald Steely Ii Work History

2019 - Present (5 years)

Marshall Co. School

2000 - Present (24 years)

Primerica Financial Services

2000 - Present (24 years)

Pfs Investments Inc

Disclosures

Please visit the SEC profile of Donald Steely Ii 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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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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