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Anthony C

Series 63

Bellerose, NY

Primerica Advisors

Anthony Cimorelli is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Recco Home Care Services Inc., and the Town of North Hempstead. Outside of his advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jihye C

Series 63, Series 65

Bellerose, NY

Primerica Advisors

Jihye Chang is a financial advisor with Primerica Advisors in Bellerose, NY, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior work includes multiple terms with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Anatoliy B

Series 63, Series 65

Bellerose, NY

Primerica Advisors

Anatoliy Belkin is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and TD Bank. His other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cheryl L

Series 63, Series 65

Bellerose, NY

Primerica Advisors

Cheryl Lo Russo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Primerica Advisors since 2007 and at National Benefit Life since 2017. Outside of her advisory role, she is involved in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selected separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an independently overseen process to implement diversified investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Grace K

Series 63

Bellerose, NY

Primerica Advisors

Grace Kim is a financial advisor with Primerica Advisors in Bronx, NY, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. In addition to her advisory role, she is involved in the sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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