Edison, NJ Raritan Center Parkway Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,012

Across 1,248 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.

The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.

Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.

Based on PRIMERICA Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

135 Raritan Center Parkway

Edison NJ 08837

Advisors at this office

5

Advisors at this office

user avatar

Steven F

Series 63, Series 65

Edison, NJ

Primerica Advisors

Steven Fodor is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at Pinnacle Telecom Group and Kocher & Associates, alongside a long tenure at Primerica and its affiliates. He is involved with the Boys & Girls Club of Northwest New Jersey and has served as president of the JCHS Boys Lacrosse Booster Club. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and discretionary management supported by custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Bobby B

Series 63, Series 65

Edison, NJ

Primerica Advisors

Bobby Belvin Jr. is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Primerica Advisors since 2022 and has prior experience at Primerica Financial Services and the New York City Housing Authority. Outside of advisory work, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Richard C

Series 63, Series 65

Edison, NJ

Primerica Advisors

Richard Cieri is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996, and previously was associated with Burton Cieri Delsordi & Co. for 49 years. In addition to advisory services, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Linda S

Series 63, Series 65

Edison, NJ

Primerica Advisors

Linda Stallings is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1999 and also worked at the New York City Housing Authority for 22 years. Her credentials include Series 63 and Series 65 licenses. In addition to advisory work, she is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven investment strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Sunit P

Series 63, Series 65

Edison, NJ

Primerica Advisors

Sunit Patel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of his advisory role, he is a CPA and partner at Yamini Accounting & Tax Service, providing bookkeeping and tax preparation services. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and provides advisory services through a network of nearly 3,700 financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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