Farmingdale, NY Route 110 Office

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 17 years of industry experience. He has been affiliated with Primerica Advisors since 2007 and Primerica Financial Services since 2006, while also working at NBC Universal since 2010. Outside of advising, he is involved in sales of home security and automation products through a co-located affiliate of his firm. 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 uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of nearly 3,700 financial professionals.

Sonya Stanley is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved with LifeWatch USA, a company she has worked with since 2013, and she also participates in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Gerard Kuzniewski is a financial advisor with Primerica Advisors in Farmingdale, NY, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes long-term service with Primerica Financial Services since 1993 and roles with the New York City Board of Education. Outside of financial advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including non-high-net-worth and high-net-worth clients. The firm operates at scale with model-based investment strategies managed by unaffiliated asset managers, and delivers advisory services through a large network of financial advisors.

Kimberly Bethea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with one year of industry experience. Her work history includes roles in healthcare and education organizations such as AHRC Nassau and Amityville Public Schools, alongside nearly three decades with Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

John Mcmullen is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds a Series 63 designation and has been with Primerica since 2003. Outside of advising, he is involved in several business ventures including KSW Mechanical LLC and Precision Receivable Services, LLC. 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 offers model-based investment strategies supported by third-party asset managers and custodians.

Anthony Del Prete is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 27 years of industry experience. His prior work includes roles at Starbridge and the West Irondequoit Central School District. Outside of advising, he is involved in the sale of non-investment home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Eugenia Morezzi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the mid-1990s. Outside of advisory work, she owns and operates EJM Enterprises Inc., a legal entity formed for Primerica-related purposes, and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based fees and maintaining oversight of its investment models.