John Catalfamo has been Managing Member of Primoris Wealth Advisors since June 2000, is a control person of the firm and directly owns between 50% and 75% of it.
Primoris Wealth Advisors, LLC is a North Palm Beach, FL firm with $230M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
John Catalfamo is co-founder and Chief Investment Officer of Primoris Wealth Advisors. He has over 20 years of experience as a licensed investment professional. He began his career as a registered representative and later created an OSJ (Office of Supervisory Jurisdiction) with a national brokerage firm. Primoris was formed in the Spring of 2000, and in 2005 he created CED Tax & Accounting Services.
- – present · 20 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
Investment adviser representative registrations
John Catalfamo is registered as an investment adviser representative in Texas, as a resident of Texas, since March 2022.
- TexasResidentSince 17 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 July 2006 |
| Series 24 | General Securities Principal Examination | 17 March 1997 |
| Series 7 | General Securities Representative Examination | 5 September 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- John Anthony Catalfamo
- CRD
- 2746722
- Firm
- Primoris Wealth Advisors · CRD 125567
- Role
- Managing Member
- Office
- 9250 ALTERNATE A1A, SUITE A, North Palm Beach, FL 33403
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primoriswealthadvisors.com
Where does John Catalfamo work?
John Catalfamo has been Managing Member of Primoris Wealth Advisors, LLC since June 2000, and is a control person of the firm.
Is John Catalfamo a financial advisor?
Yes. John Catalfamo has a current investment-adviser registration in Texas, through Primoris Wealth Advisors since July 2006.
How many years of experience does John Catalfamo have?
John Catalfamo has 20 years in the financial industry, since July 2006, across 1 adviser firm.
What exams has John Catalfamo passed?
John Catalfamo has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in August 1996.
Where is John Catalfamo based?
John Catalfamo’s registered office is in North Palm Beach, FL.
Is John Catalfamo registered with FINRA?
No. John Catalfamo has no current broker registration.
How can I verify John Catalfamo’s record?
Search CRD 2746722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Catalfamo’s full registration record.
