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Stephanie Yurschak

3 Years of Experience
East Latham, NY
Broker

Stephanie Yurschak is a registered investment advisor, based in East Latham, NY, with 3 years of industry experience.

Location

19 British American Blvd, East Latham, NY, 12110

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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.

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Other Business Activities

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

Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
June 2025 - Present · 1 yr 1 mo
Previous Registrations
Primerica Advisors
October 2024 - June 2025 · 8 mos
PFS Investments INC.Broker
October 2022 - June 2025 · 2 yrs 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.