Primerica Advisors
44yrs
Top advisor by experience in Mahwah
8yrs
Stephen Patota
Financial advisor at Primerica Advisors
Stephen Patota has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Mahwah, New Jersey. Stephen has been with Primerica Advisors since 2021. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 34 advisors with offices in Mahwah, and one of 29 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office61 Ramapo Valley Rd Suite B, Mahwah, NJ 07430
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.
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Stephen
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Stephen. 61 Ramapo Valley Rd Suite BMahwah, NJ 07430Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Patota. Stephen works from the Mahwah, NJ office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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