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John Anthony Catalfamo

PRIMORIS WEALTH ADVISORS, LLC·NORTH PALM BEACH, Florida
Series 7, Series 24, Series 63, Series 65Clean record20 years registeredPRIMORIS WEALTH ADVISORS, LLC
9250 ALTERNATE A1A, NORTH PALM BEACH, FL 33403CRD# 2746722Firm CRD# 125567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Anthony Catalfamo · NORTH PALM BEACH, FL
Registration
CRD #2746722 · PRIMORIS WEALTH ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

PRIMORIS WEALTH ADVISORS, LLC
Jul 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 25, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIMORIS WEALTH ADVISORS, LLC
CRD 125567 · SEC 801-119740
AUM
$176M
Regulatory assets under management
Employees
7
462 client accounts
Services offered by PRIMORIS WEALTH ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PRIMORIS WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John Anthony Catalfamo offer?
John Anthony Catalfamo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are John Anthony Catalfamo's credentials?
John Anthony Catalfamo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Anthony Catalfamo located?
John Anthony Catalfamo is based in NORTH PALM BEACH, Florida, working with PRIMORIS WEALTH ADVISORS, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does John Anthony Catalfamo charge for services?
John Anthony Catalfamo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMORIS WEALTH ADVISORS, LLC?
PRIMORIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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