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George Schott

Investment adviser representative at Primerica Advisors
21 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. Stamford Public SchoolsAug 2021 to now
  2. Pfs Investments Inc.Jun 2021 to now
  3. Primerica Financial ServicesJan 2021 to now
  4. Unemployed / UconnJul 2019 to May 2021
  5. Clearbridge Investments, LLC.Dec 2005 to Jul 2019
  6. Legg Mason & Co, LLC.Dec 2005 to Jul 2019
  7. Legg Mason Investor Services, LLC.Dec 2005 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (CT).

Primerica Advisors

Legal name: Pfs Investments Inc.

$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3247582
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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