Katherine Schmid

Financial advisor at Primerica Advisors · E Syracuse, NY

Last updated 2026-10-10

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Katherine Schmid is a financial advisor at Primerica Advisors in E Syracuse, NY, CRD 5963414. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2025-01-17.

Registration

CRD number
5963414
Registration status
Active
IAPD registration
2025-01-17
Industry Experience
1 year
Work Experience
13 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2022-03 to Present · Pfs Investments Inc. · E Syracuse, NY
  • 2021-10 to Present · Primerica Financial Services · E Syracuse, NY
  • 2019-06 to 2023-05 · On Point for College · Fabius, NY
  • 2013-09 to 2019-05 · Erie Materials · Syracuse, NY
  • 2023-05 to 2024-04 · Bruegger's Bagels · Syracuse, NY

Current employment

SEC IAPD record for Katherine Schmid

Primerica Advisors

Regulatory AUM
$15,536,099,534
Registered advisors
3,984
Offices
2,532
Clients per advisor
17.0 (Low)
Average AUM per client
$229.1K (Low)
High-net-worth client ratio
3.1% (Low)

Primerica Advisors: advisors, services and reported ETF investments

About

Katherine Schmid is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in E Syracuse, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history. Reported roles include Primerica Financial Services, Bruegger's Bagels, On Point for College, Erie Materials.

SEC disclosures list additional business and community activities: Sales Of Investment-Related Products; Part-Time Or Full-Time: I may also receive non-investment related compensation from primerica mortgage, llc for the sale of loan products and/or primerica client services, inc; (a co-located affiliate of pfs investments inc.

Primerica Advisors' firm-level Form ADV reports 3,984 advisors across 2,532 offices; approximately 17.0 clients per advisor, average assets per client of $229,092, and regulatory AUM of $15.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Primerica Advisors on Form ADV.

Client services

  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Location

6511 Basile Rowe, E Syracuse, NY 13057

12 advisors at this office.

Primerica Advisors office in E Syracuse, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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