Pfe Advisors, Inc.

Pfe Advisors, Inc. (CRD# 144798) is a financial advisory firm headquartered in Southborough, MA. They manage $11,883,870 in 5 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,376,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VA

Financial Advisors at Pfe Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Frances L. Beecy
CRD#: 1801673
153 Cordaville Road, Suite 230, Southborough, MA 01772

Frances Beecy (CRD# 1801673) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 23 years of experience in the finance industry.

2
Stephen J. Brunette
CRD#: 2881617
153 Cordaville Rd Ste 230, Southborough, MA 01772

Stephen Brunette (CRD# 2881617) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 23 years of experience in the finance industry.

3
Bryan L. Lee
CRD#: 6319891
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031

Bryan Lee (CRD# 6319891) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 6 years of experience in the finance industry.

4
Michael Miller
CRD#: 2926728
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031

Michael Miller (CRD# 2926728) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 23 years of experience in the finance industry.

5
Andrea B. Vassiliadis
CRD#: 5024379
153 Cordaville Road, Suite 230, Southborough, MA 01772

Andrea Vassiliadis (CRD# 5024379) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 13 years of experience in the finance industry.

6
Herbert J. Vogelsang
CRD#: 1740025
11311 Mccormick Rd Ste 500, Hunt Valley, MD 21031

Herbert Vogelsang (CRD# 1740025) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 6 years of experience in the finance industry.

7
Natalie K. Wilburn
CRD#: 4608447
153 Cordaville Rd Ste 230, Southborough, MA 01772

Natalie Wilburn (CRD# 4608447) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.