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Richard B

Series 63, Series 65

Massapequa, NY

Primerica Advisors

Richard Blatt is a financial advisor with Primerica Advisors in Roslyn Heights, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2020 and previously worked at COMMPATH from 2014 to 2020. Outside of his advisory role, he is a self-employed independent representative for Axxess Networks and Find a Top Doc, Inc., both unrelated to investment services. Primerica Advisors offers discretionary asset management through 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 investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Vincent P

Series 63, Series 65

Massapequa, NY

Primerica Advisors

Vincent Pernice is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Advisors since 1991 and also has a long tenure with Primerica Financial Services starting in 1989. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

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

Series 65, Series 63

Massapequa, NY

Primerica Advisors

Raymond Carta is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he owns United Technology Solutions LLC, a non-investment-related business based in Oakdale, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-driven advisory services through a large network of advisors and manages approximately $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christian N

Series 65, Series 63

Massapequa, NY

Primerica Advisors

Christian Novissimo is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services and held positions at several other firms, including Frank Recruitment Group and The Lucas Group. He is also active with Novissimo Business Consulting, a franchise consulting business unrelated to investments. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of portfolio models alongside discretionary separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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