Norman Felsen, financial advisor Farmingdale NY

Norman Felsen

CRD Number: 6176901
Current Firm: Primerica Advisors

Norman Felsen (CRD# 6176901) is an Investment Advisor Representative working at Primerica Advisors in Farmingdale, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
F.a.d. Management Camden, DE Aug 2023 - Current < 1
Mast Companies Dover, DE May 2023 - Current < 1
Pfs Investments Inc. Dover, DE Aug 2013 - Current 10
Primerica Financial Services Dover, DE Feb 2011 - Current 13
Hmastgroup.com Dover, DE May 2023 - Jul 2023 < 1
Seasons Pizza Dover, DE Dec 2018 - May 2023 4
Osi Comfort Specialist Oceanside, NY Jun 2013 - Dec 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Norman Felsen
Phone Number: 833-786-0550
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
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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