Aldo Filippelli

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

• 04/1995 → Present
  Amf (Filippelli Construction)
  Cleveland, OH
• 06/2012 → Present
  Pfs Investments Inc
  North Royalton, OH
• 02/2012 → Present
  Primerica Financial Services
  North Royalton, OH
• 07/1997 → Present
  North Royalton License Bureau
  North Royalton, OH

Previous Registrations

• 2004-09-08 → 2005-05-31
  First Montauk Securities Corp.
  Uniontown, OH

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
  1995-11-17
• S63 Uniform Securities Agent State Law Examination
  1993-04-19

Other Names

• Aldo Mario Filippelli