LPL Financial
42yrs
Top advisor by experience in Farmingdale
32yrs
Stephen Rizza is a financial advisor in Farmingdale, New York, with 32 years in the industry. Stephen joined Primerica Advisors in 2021, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office400 Broadhollow Rd Suite 4-B, Farmingdale, NY 11735
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 Stephen
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Stephen. 400 Broadhollow Rd Suite 4-BFarmingdale, NY 11735Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Primerica Advisors at (833) 786-0550 and ask for Stephen Rizza. Stephen works from the Farmingdale, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Stephen 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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