Hackettstown, NJ County Rd 517 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

1500 County Rd 517, Ste 212

Hackettstown NJ 07840

Advisors at this office

4

Advisors at this office

user avatar

Davien M

Series 63, Series 65

Hackettstown, NJ

Primerica Advisors

Davien Medina Centeno is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he participates as a study participant with Clinilabs, Inc. and is an investor on the Fundrise online real estate platform. 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 offers advisory services through model-based recommendations managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

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

Joseph M

Series 63, Series 65

Hackettstown, NJ

Primerica Advisors

Joseph Monte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been associated with Primerica Financial Services since 1998 and PFS Investments, Inc. since 2000. He is the owner of Get Bullet Proof, LLC, a business formed for Primerica-related purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm relies primarily on model-delivery strategies created by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

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

Nicole M

Series 65

Hackettstown, NJ

Primerica Advisors

Nicole Monte is a Series 65-licensed financial advisor with Primerica Advisors, bringing 18 years of industry experience. She has been with Primerica Advisors since 2007 and also operates Joseph Michael Monte, LLC, an investment-related business. Outside of her advisory role, she is involved in referral activities for home security and automation products 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 discretionary separately managed accounts. The firm employs a curated third-party asset manager platform with a tiered wrap-fee structure and delegates trading responsibilities to BNY Mellon Advisors.

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

Eric W

Series 63, Series 65

Hackettstown, NJ

Primerica Advisors

Eric Wilson is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Darmstatter Inc., and Dynamic Engineering PC. Outside of advising, he serves as Vice President of WM. H. Wilson Enterprises, is Principal and President of Wilson Engineering PLLC, and manages SludgeHammerNJ, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and a wrap-fee solution primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a focus on percentage-based tiered fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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