Connor Jeffrey Stein
Investment adviser representative at Primerica Advisors
11 yearsExperience
2 statesRegistered 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.
- Fattey BeerMar 2026 to now
- Pfs Investments Inc.Oct 2025 to now
- Primerica Financial ServicesSep 2025 to now
- Equitable Advisors, LLCJul 2024 to Sep 2025
- UnemployedJun 2024 to Jun 2024
- The Guy Next DoorMay 2021 to Sep 2021
- ChipotleSep 2020 to May 2024
- University At BuffaloAug 2019 to Feb 2024
- Mighty TacoApr 2017 to Sep 2020
- Kenmore WestSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7956279
- Firm CRD
- 10111