Stuart D Berg

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  H&R Block Financial Advisors, Inc.
  Garden City, NY
• 01/1992 → Present
  Us Postal Service
  Jaimaca, NY
• 04/1997 → Present
  Primerica Financial Services
  E Patchogue, NY
• 02/2016 → 08/2018
  Pfs Investments Inc.
  E Patchogue, NY
• 04/2019 → Present
  Pfs Investments Inc.
  E Patchogue, NY

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Summer's Care, Inc., Not Investment Related, 2268 Mott Ave. Ste. 6A Queens, NY 11691, CFO, 05/2021 to Present, 2 hours per month (0 hours per month during securities trading hours), non-profit organization. Potential income in royalties of book sales (1099), Not investment related, Dix Hills, NY 11746, 10/2023 to Present, 0 hours committed per month (0 hours during securities trading hours). The One Holding LLC, Not investment related, Jamaica, NY 11432, 01/2008 to present, Sole Owner, 0-10 hours per month (0-1 hours per month during securities trading hours), sports officiating, tax preparation, and tax resolution services. DBA Stu Bs Tax Resolutions (The One Holding LLC), Not investment related, Dix Hills, NY 11746, Partner/Enrolled Agent (EA), 07/2024 to Present, 0-10 hours committed per month (1 hour during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-28
• S63 Uniform Securities Agent State Law Examination
  2016-05-12

Other Names

• Stuart Drew Berg