Staten Island, NY Amboy Road Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,908 advisors across 510 offices

Location

6939 Amboy Road

Staten Island NY 10309

Advisors at this office

2

Advisors at this office

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Peter V

Series 63

Staten Island, NY

Guardian Life

Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John P

Series 63

Staten Island, NY

Guardian Life

John Palmeri is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, Palmeri owns MJJ Billiards LLC, a pool hall, game room, and bar in Staten Island, NY. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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