Morgan Stanley
47yrs
Top advisor by experience in New York
34yrs
Edwin Sanchez
Financial advisor at Primerica Advisors
Edwin Sanchez has worked in the financial industry for 34 years and is a financial advisor based in New York, New York. Edwin joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in New York
Office469 Seventh Ave Suite 1256-C, New York, NY 10018
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Edwin
469 Seventh Ave Suite 1256-CNew York, NY 10018Office · Get directions Firm main line(833) 786-0550Headquarters: Primerica Advisors · Duluth, GA X (Twitter) pagePrimerica Advisors
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Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edwin
How do I contact Edwin?
Call Primerica Advisors at (833) 786-0550 and ask for Edwin Sanchez. Edwin works from the New York, NY office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 1992, about 34 years. Top 8% by experience in New York.
What licenses does Edwin hold?
Series 63. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Edwin paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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