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Patrick Sean Dorazio

Investment adviser representative at Primerica Advisors
11 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

11 years in the industry.

  1. Pfs Investments Inc.May 2018 to now
  2. Pfsi Investment Inc.Apr 2018 to now
  3. Primerica Financial ServicesSep 2012 to now
  4. Epos (formerly Demant Sound)Sep 2019 to Mar 2023
  5. NfrascaleJul 2016 to Sep 2017
  6. UnemployedMay 2016 to Apr 2018

Exams passed

No exams in this record.

State registrations

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

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
6896344
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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