Phillip Alan Chatoff

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

• 11/2002 → Present
  Pfs Investments Inc
  San Jose, CA
• 11/2013 → Present
  Bigmachines
  San Mateo, CA
• 11/2002 → Present
  Primerica Financial Services
  San Jose, CA
• 12/2020 → Present
  Abusix , Inc
  San Francisco, CA

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. Blue Heron Senior Services, LLC. (1099), Not investment related, San Francisco, CA 94122, Digital Coach, 12/2024 to Present, 80 hours committed per month (60 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-12
• S63 Uniform Securities Agent State Law Examination
  2003-03-28