Aaron S Stiefel

Primerica Advisors

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1430 Broadway, Suite 1110, Nyc, NY, 10018

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History

Current Registrations

Primerica Advisors

September 2020 - Present · 5 yrs 5 mos

PFS Investments INC.

March 2015 - Present · 10 yrs 11 mos

PFS Investments INC.Broker

March 2015 - Present · 10 yrs 11 mos

Previous Registrations

PFS Investments INC.Broker

November 2006 - November 2014 · 8 yrs

State Registrations10 states

CAFLGAMAMDNJNYOHPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.