Nyc, NY Office
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PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
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
Based on PRIMERICA Advisors
Location
1430 Broadway, Suite 1110
Nyc NY 10018
Advisors at this office
4
Advisors at this office
Daniel I
Series 63
Nyc, NY
Primerica Advisors
Daniel Izrail is a financial advisor with Primerica Advisors in New York City, holding a Series 63 designation and 18 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since 2007 and is involved with B'above Worldwide Institute since 2018. Outside of advisory work, he is engaged in sales of loan products and home-related 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 separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.
Alfons M
Series 63, Series 65
Nyc, NY
Primerica Advisors
Alfons Marku is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Citibank and Primerica Financial Services. He is also involved in the sale of loan products and home security and automation 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 utilizes a tiered wrap fee structure for its services.
Aaron S
Series 63, Series 65
Nyc, NY
Primerica Advisors
Aaron Stiefel is a financial advisor with Primerica Advisors in New York City, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Primerica Advisors since 2015 and previously at PwC from 2010 to 2018. Outside of advisory work, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.
Joseph D
Series 63, Series 65
Nyc, NY
Primerica Advisors
Joseph Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at Primerica Advisors since 2015, Primerica Financial Services since 2014, and the United States Coast Guard Reserve from 2015 to 2017. Outside of his advisory work, he is involved with AP Appearance, LLC, an unrelated business based in Staten Island, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
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