Pfe Advisors, Inc.

Pfe Advisors, Inc. (CRD# 144798) is a financial advisory firm headquartered in Southborough, MA. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, MA, MD, NH, VA

Financial Advisors at Pfe Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Frances L. Beecy
CRD#: 1801673
153 Cordaville Road, Suite 230, Southborough, MA 01772
93
Wealthminder
score

Frances Beecy (CRD# 1801673) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 20 years of experience in the finance industry.

2
Wayne G. Bogosian
CRD#: 2572112
153 Cordaville Road, Suite 230, Southborough, MA 01772
93
Wealthminder
score

Wayne Bogosian (CRD# 2572112) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 22 years of experience in the finance industry.

3
Michael H. Miller
CRD#: 2926728
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031
93
Wealthminder
score

Michael Miller (CRD# 2926728) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 20 years of experience in the finance industry.

4
Herbert J. Vogelsang
CRD#: 1740025
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031
89
Wealthminder
score

Herbert Vogelsang (CRD# 1740025) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 3 years of experience in the finance industry.

5
Bryan L. Lee
CRD#: 6319891
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031
88
Wealthminder
score

Bryan Lee (CRD# 6319891) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.