Farmingdale, NY Broadhollow Rd Office

Rupal Doshi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006 and led Doshi Capital Partners LLC from 2008 to 2020. Outside of her advisory role, she participates as a panelist for ProSapient. 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 accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nicholas Paccione is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. 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, with trading and custody services provided by BNY Mellon Advisors and Pershing.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of 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 through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joseph Cardino Jr. is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in managing a Primerica-related legal entity and owns a company that leases office space for Primerica operations. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Stephen Rizza is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. In addition to his advisory role, he is involved in 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. The firm employs model-driven investment strategies managed by third-party asset managers and supports clients with discretionary portfolio management and custodial services.

Michael Rivelli is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been associated with Primerica Financial Services since 1997 and PFS Investments Inc. since 2001. Outside of his advisory work, he has been involved with the Mineola Volunteer Ambulance Corps since 2022 and Emergency Ambulance Service since 2010, and he is also engaged with CAS Digital Printing. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with an emphasis on model-driven portfolio strategies. The firm supports approximately 3,948 advisors and $15.5 billion in assets under management.

Nelida Flynn is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she owns Adilen Enterprises Inc., a legal entity formed for Primerica business purposes. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented through established custodians.

Edwin Martinez is a financial advisor with Primerica Advisors based in Farmingdale, NY, holding a Series 63 designation and 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2006. Outside of advisory services, Martinez is involved in sales of home security and automation products, mortgage loan products, and other home-related services through affiliated companies. Primerica Advisors is a large firm offering 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 third-party asset managers and provides advisory services through a broad network of advisors.

Joseph Cardino is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at AMM Industries, First Student, PFS Investments Inc., Lantern Energy, and Primerica Financial Services. Outside of advising, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-driven strategies and offers a range of portfolio management options supported by third-party managers and custodians.

Patrick Salerno is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously with Primerica Financial Services starting in 1993. Outside of his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies developed by third-party asset managers and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional or pension plan clients.

Lorraine Pasieka is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2004. Outside of her advisory role, she is involved in tax preparation and serves as an executor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Solomon is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. His work history includes roles at VIP Ventures NJ LLC, Eagle Chevrolet, PFS Investments Inc., and Primerica Financial Services. Outside of investment advisory, he is involved in sales of home-related products through affiliated companies, including mortgage loan products and home security services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Ryan Welsch is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is a sales manager at Smart Energy Source, where he assists with operations and the sales and installation of solar panel systems. Primerica Advisors sponsors a wrap-fee asset management program 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 financial advisors and utilizes model-based strategies managed by unaffiliated asset managers.

Tracey Kuhn is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, emphasizing a tiered percentage-based fee model.