Phyllis Caputo, financial advisor Morganville NJ

Phyllis Caputo

CRD Number: 5180422
Current Firm: Primerica Advisors

Phyllis Caputo (CRD# 5180422) is an Investment Advisor Representative working at Primerica Advisors in Morganville, NJ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Jersey Strong Wall Township, NJ Dec 2019 - Current 4
Ieee, Inc. Piscataway, NJ Jul 2017 - Current 6
Pfs Investments Inc. Morganville, NJ Jul 2006 - Current 17
Primerica Financial Services Morganville, NJ May 2006 - Current 17
Pro Unlimited Philadelphia, PA Aug 2016 - Oct 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Phyllis H. Caputo
Phone Number: 833-786-0550
Registered State(s):
  • NJ
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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