Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters