Mitchell Sosa
Investment adviser representative at Primerica Advisors
26 yearsExperience
1 stateRegistered in
CFADesignation
$15.5BFirm assets
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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
26 years in the industry.
- IneosDec 2023 to now
- Pfs Investments Inc.Feb 2022 to now
- Intuit IncJan 2017 to now
- Enterprise Products CompanyAug 2008 to now
- Primerica Financial ServicesSep 2000 to now
- Axiom Space Inc.Mar 2022 to Dec 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4341668
- Firm CRD
- 10111