Tyler Smith

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

• 01/2012 → 09/2018
  Franklin Square Holdings, Lp
  Philadelphia, PA
• 04/2019 → 07/2019
  Unemployed
  Johns Creek, GA
• 10/2018 → 04/2019
  Howard Capital Management
  Roswell, GA
• 07/2019 → 07/2020
  Cottonwood Residential
  Salt Lake City, UT
• 07/2019 → 08/2020
  Orchard Securities, Llc
  Pleasant Grove, UT
• 08/2020 → 10/2021
  Ecovest Capital
  Atlanta, GA
• 08/2020 → 10/2021
  International Assets Advisory, Llc
  Atlanta, GA
• 10/2021 → 06/2022
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 10/2021 → 05/2022
  Charles Schwab Bank, N.A.
  Atlanta, GA
• 07/2022 → 08/2025
  Primerica Financial Services
  Athens, GA
• 09/2022 → 08/2025
  Pfs Investments Inc.
  Athens, GA
• 06/2022 → 08/2025
  Goss Rv, Inc.
  Norcross, GA
• 09/2025 → 04/2026
  Fisher Investments
  Plano, TX
• 05/2026 → Present
  Fastpak Systems
  Marietta, GA
• 07/2026 → Present
  Pfs Investments Inc.
  Watkinsville, GA
• 07/2022 → Present
  Primerica Financial Services
  Watkinsville, GA

Previous Registrations

• 2025-09-16 → 2026-04-23
  Fisher Investments
  Plano, TX
  Alpharetta, GA
• 2022-10-19 → 2025-09-11
  Pfs Investments Inc.
  Watkinsville, GA
• 2021-12-06 → 2022-07-03
  Charles Schwab & Co., Inc.
  Troy, MI
  Atlanta, GA
• 2020-09-23 → 2021-10-25
  International Assets Investment Management, Llc
  Atlanta, GA
  Orlando, FL

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
  2019-05-20
• S63 Uniform Securities Agent State Law Examination
  2003-07-01

Other Names

• Tyler Smith
• Tyler D. Smith
• Tyler David Smith