Steven S Derwent
Investment adviser representative at Primerica Advisors
16 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Steven S Derwent? 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
16 years in the industry.
- Pfs Investments Inc.May 2021 to now
- Primerica Financial ServicesDec 2020 to now
- Kaci Intermodal Systems, LLCJun 2019 to now
- The Accessible Smart HomeOct 2018 to now
- Steadfast In TrialJun 2017 to now
- Alliance Data SystemsJul 2016 to now
- Kaci Terminals System, LtdJan 2010 to now
- Life Takes MoneyJun 2020 to Sep 2021
- LyftJul 2017 to Dec 2018
- UberJul 2017 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7362894
- Firm CRD
- 10111