Unclaimed Profile

Stephen Joseph Brunette

PFE ADVISORS, INC.·SOUTHBOROUGH, Massachusetts

SIE, Series 7, Series 63CFAClean record7 years registeredPFE ADVISORS, INC.

153 CORDAVILLE ROAD, SOUTHBOROUGH, MA 01772CRD# 2881617Firm CRD# 144798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Joseph Brunette · SOUTHBOROUGH, MA

Registration

CRD #2881617 · PFE ADVISORS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PFE ADVISORS, INC.

PFE ADVISORS, INC.

Mar 2019 – Apr 2021

SOUTHBOROUGH, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 19, 2019

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFE ADVISORS, INC.

CRD 144798 · SEC 801-68292

AUM

$17M

Regulatory assets under management

Employees

6 client accounts

Services offered by PFE ADVISORS, INC.

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at PFE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Joseph Brunette offer?

Stephen Joseph Brunette is a registered financial advisor in SOUTHBOROUGH, Massachusetts.

What are Stephen Joseph Brunette's credentials?

Stephen Joseph Brunette holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Joseph Brunette located?

Stephen Joseph Brunette is based in SOUTHBOROUGH, Massachusetts, last registered with PFE ADVISORS, INC..

How does Stephen Joseph Brunette charge for services?

Stephen Joseph Brunette's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFE ADVISORS, INC.?

PFE ADVISORS, INC. has approximately 19 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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