Salvatore Tammaro

PFS INVESTMENTS

ROCHESTER, NY 14615

Some features on this profile are disabled

CRD#: 1141235

Professional summary

Salvatore Tammaro is a registered financial professional currently at PFS INVESTMENTS INC. located in Rochester, New York.

Salvatore is registered as a RR (Registered Representative) and started their career in finance in 1986. Salvatore has worked at 24 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Salvatore Tammaro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2025 - Present

PFS INVESTMENTS INC.

Office #1: 1577 Ridge Rd West Ste 214, Rochester, NY 14615

RIA

CRD#: 10111

ROCHESTER, NY

Past

June 1, 2023 - December 31, 2024

PFS INVESTMENTS INC.

CRD#: 10111

ROCHESTER, NY

Past

June 19, 2020 - June 24, 2021

PFS INVESTMENTS INC.

CRD#: 10111

ROCHESTER, NY

Past

December 20, 2016 - June 25, 2018

NETWORK 1 FINANCIAL SECURITIES INC.

CRD#: 13577

Howard Beach, NY

Past

May 7, 2015 - December 9, 2016

ACAP FINANCIAL INC.

CRD#: 7731

SALT LAKE CITY, UT

Past

January 2, 2015 - May 7, 2015

SPENCER EDWARDS, INC.

CRD#: 22067

CENTENNIAL, CO

Past

July 30, 2009 - December 16, 2014

VCS VENTURE SECURITIES

CRD#: 127921

NEW YORK, NY

Past

November 25, 2008 - August 4, 2009

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

NEW YORK, NY

Past

October 31, 2008 - December 10, 2008

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

UNIONDALE, NY

Past

July 11, 2007 - October 27, 2008

BASIC INVESTORS INC.

CRD#: 1187

MELVILLE, NY

Past

June 14, 2007 - June 26, 2007

STERNE, AGEE & LEACH, INC.

CRD#: 791

NEW YORK, NY

Past

November 21, 2005 - June 13, 2007

NATIONAL SECURITIES CORPORATION

CRD#: 7569

HUNTINGTON, NY

Past

February 10, 2005 - December 16, 2005

HEROLD & LANTERN INVESTMENTS, INC.

CRD#: 30996

LAWRENCE, NY

Past

August 27, 2003 - February 11, 2005

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

November 11, 2002 - September 5, 2003

BENCHMARK SECURITIES GROUP, INC.

CRD#: 103760

OKLAHOMA CITY, OK

Past

May 6, 2002 - November 1, 2002

DIRKS & COMPANY, INC.

CRD#: 42185

NEW YORK, NY

Past

November 17, 1998 - May 22, 2002

BISHOP, ROSEN & CO., INC.

CRD#: 1248

NEW YORK, NY

Past

July 29, 1998 - December 4, 1998

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

Past

August 14, 1997 - August 6, 1998

SHARPE CAPITAL, INC.

CRD#: 18452

NEW YORK, NY

Past

January 24, 1996 - July 17, 1997

CROWN FINANCIAL GROUP, INC.

CRD#: 540

JERSEY CITY, NJ

Past

September 17, 1994 - December 31, 1994

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

October 31, 1990 - September 25, 1992

GRAYSON FINANCIAL LLC

CRD#: 11764

RED BANK, NJ

Past

March 16, 1987 - December 13, 1988

GREENTREE SECURITIES CORP.

CRD#: 7372

Past

February 20, 1987 - April 2, 1987

KUHNS BROTHERS & LAIDLAW, INC.

CRD#: 1481

Past

August 22, 1986 - December 22, 1986

MARGATE SECURITIES, INC.

CRD#: 14586

Past

April 24, 1986 - September 3, 1986

INVESTORS CENTER, INC.

CRD#: 14670

Past

January 21, 1986 - May 27, 1986

NORBAY SECURITIES INC.

CRD#: 5431

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PFS INVESTMENTS INC.

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA

Registered Investment Advisory firm - SEC (5/6/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(1/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PFS INVESTMENTS INC.

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA

Registered Investment Advisory firm - SEC (5/6/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 Primerica Parkway, Duluth, GA 30099-0001

Mailing Address

1 Primerica Parkway, Duluth, GA 30099-0001

Phone number

(770) 381-1000

Established

Georgia since 07/07/1981

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

3,762

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (4/18/2025)

Direct owners and executive officers

Name	Position	CRD#
PRIMERICA FINANCE CORPORATION	DIRECT OWNER
COLEY, DASIA DEBORAH	VICE PRESIDENT AND CHIEF FINANCIAL OFFICER	6760291
JENDUSA, NICHOLAS ADAM	EXECUTIVE VICE PRESIDENT	6037365
LESUTIS, MICHAEL	SENIOR VICE PRESIDENT & CHIEF COUNSEL	4751250
MILLER, DEBORAH LYNN	EXECUTIVE VICE PRESIDENT	3036949
NEMETZ, WILLIAM JAMES	DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER	4589878
REGARD, PAUL ETIENNE	PRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER	2448671
RIVET, LORI ALLISON	EXECUTIVE VICE PRESIDENT	4496273
SUKIN, KAREN LYNN	EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL	6292138
WEIGLE, BRIAN STEVEN	DIRECTOR AND EXECUTIVE VICE PRESIDENT	4131816
WELLS, MICHAEL KURT	EXECUTIVE VICE PRESIDENT & TREASURER	5999501
WOODRING, DANIEL AARON	EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	4028705

Regulatory assets under management

Total Number of Accounts	70,434
AUM (Assets Under Management)	$ 11,156,017,804

Disclosures

Regulatory Event	22
Arbitration	2
Bond	2

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Rochester, NY

Donald Devitto

RBC CAPITAL MARKETS, LLC

IAR

Rochester, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Salvatore Tammaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Salvatore Tammaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

NETWORK 1 FINANCIAL SECURITIES INC.

ACAP FINANCIAL INC.

SPENCER EDWARDS, INC.

VCS VENTURE SECURITIES

JESUP & LAMONT SECURITIES CORP

EMPIRE FINANCIAL GROUP, INC.

BASIC INVESTORS INC.

STERNE, AGEE & LEACH, INC.

NATIONAL SECURITIES CORPORATION

HEROLD & LANTERN INVESTMENTS, INC.

GUNNALLEN FINANCIAL, INC

BENCHMARK SECURITIES GROUP, INC.

DIRKS & COMPANY, INC.

BISHOP, ROSEN & CO., INC.

BARRON CHASE SECURITIES, INC.

SHARPE CAPITAL, INC.

CROWN FINANCIAL GROUP, INC.

PFS INVESTMENTS INC.

GRAYSON FINANCIAL LLC

GREENTREE SECURITIES CORP.

KUHNS BROTHERS & LAIDLAW, INC.

MARGATE SECURITIES, INC.

INVESTORS CENTER, INC.

NORBAY SECURITIES INC.

Primary Firm SEC Registration

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/27/1996

SIE

Date: 6/25/2018

Series 7

Date: 1/18/1986

FINRA

Current Firm

PFS INVESTMENTS INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

PFS INVESTMENTS INC.

TRUST BUT VERIFY

Similar Advisors