Zachary John Tanis
Investment adviser representative at Primerica Advisors
17 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Zachary John Tanis? Claim your profile
Contact this firm
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
17 years in the industry.
- Pfs Investments Inc.Jul 2020 to now
- Primerica Financial ServicesApr 2019 to now
- William Paterson UniversitySep 2018 to now
- Kalish Law GroupJun 2018 to Nov 2021
- Tanis Greens LLCMay 2018 to Apr 2022
- Plainview Growers, Inc.Sep 2014 to Jun 2018
- Netherlands Reformed Christian SchoolSep 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
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
- 7280389
- Firm CRD
- 10111