Bradley J Geltzer

CRD 2240554 · Primerica Advisors · Orlando, FL

IA RegisteredBroker

Also appears in the source record as: Brad Jacobs Geltzer; Bradley Jacobs Geltzer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 65Series 63
Registered states (2): Alabama · Florida
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (18)

From the source registration record · current first

Pfs Investments Inc.Current
Orlando, FL · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Primerica AdvisorsCurrent
Orlando, FL · IA capacity

start not retrieved → present
Cetera Investment Advisers LLC
Orlando, FL · IA capacity

Oct 4, 2018 → Aug 14, 2019
Cetera Investment Services LLC
Orlando, FL · BC capacity

Oct 1, 2018 → Aug 14, 2019
Signator Investors, Inc.
Clermont, FL · IA capacity

Apr 12, 2017 → Jan 9, 2018
Signator Investors, Inc.
Clermont, FL · BC capacity

Apr 11, 2017 → Jan 9, 2018
Lpl Financial LLC
Davenport, FL · IA capacity

Dec 3, 2014 → May 1, 2017
Lpl Financial LLC
Davenport, FL · BC capacity

Dec 1, 2014 → May 1, 2017
Cetera Advisors LLC
Orlando, FL · IA capacity

Nov 20, 2012 → Dec 10, 2014
Cetera Advisors LLC
Orlando, FL · BC capacity

Nov 19, 2012 → Dec 10, 2014
Bb&t Investment Services, Inc.
Winter Garden, FL · IA capacity

Nov 29, 2006 → Oct 12, 2012
Bb&t Investment Services, Inc.
Winter Garden, FL · BC capacity

Nov 16, 2006 → Oct 12, 2012
Raymond James Financial Services
Maitland, FL · IA capacity

Nov 19, 2003 → Jul 26, 2006
Raymond James Financial Services, Inc.
Maitland, FL · BC capacity

Nov 7, 2003 → Jul 26, 2006
Ubs Financial Services Inc.
Orlando, FL · IA capacity

Oct 22, 1999 → Oct 13, 2003
Ubs Financial Services Inc.
Weehawken, NJ · BC capacity

Oct 22, 1999 → Oct 13, 2003
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Apr 4, 1996 → Nov 11, 1999

Source & corrections

Where this page comes from

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