Sheldon Cazoe, financial advisor Peekskill NY

Sheldon Cazoe

CRD Number: 2168122
Current Firm: Primerica Advisors

Sheldon Cazoe (CRD# 2168122) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Peekskill, NY Mar 1993 - Current 31
Primerica Financial Services Peekskill, NY Aug 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Sheldon Cazoe
Phone Number: 833-786-0550
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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