Robert Frank Bordieri
Investment adviser representative at Primerica Advisors
10 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
10 years in the industry.
- Pfs Investments Inc.Dec 2025 to now
- Self EmployedJun 2022 to now
- Primerica Financial ServicesAug 2016 to now
- Siena CollegeMar 2023 to Jul 2023
- EssFeb 2021 to Oct 2022
- Roger Williams UniversityFeb 2021 to May 2022
- Southern New HampshireJan 2021 to Dec 2021
- Keiser UniversityAug 2020 to Dec 2020
- Springfield CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8192052
- Firm CRD
- 10111