Niko Sacoolas

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

• 06/2018 → Present
  Pfs Investments Inc.
  Tarpon Springs, FL
• 10/2014 → Present
  Primerica Financial Services
  Tarpon Springs, FL
• 02/2018 → 06/2018
  Tesla
  Tampa, FL
• 10/2016 → 06/2017
  Spring Mobile
  Tarpon Springs, FL
• 10/2019 → 02/2020
  Apple Inc
  New York, NY
• 05/2022 → Present
  Primerica Financial Services
  Duluth, GA

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-17
• S63 Uniform Securities Agent State Law Examination
  2018-10-24

Other Names

• Niko Stelio Sacoolas