Skip to content

Malgorzata Kaczynski

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

Are you Malgorzata Kaczynski? Claim your profile

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

23 years in the industry.

  1. Kean UniversitySep 2026 to now
  2. Pfs Investments Inc.Jan 2025 to now
  3. Primerica Financial Services Inc.Jan 2021 to now
  4. Westfield Public SchoolsSep 2003 to now
  5. Gwn Securities Inc.Jul 2023 to Dec 2024
  6. Pfs Investments Inc.Sep 2021 to Jul 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
4008570
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
CallContact this firm