PF ADVISORS ADV 2B
Pf Advisors (CRD 277156), brochure dated March 12, 2025. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Mr. Philip G. Fraley III
Brochure – ADV Part 2B
Investment Adviser Representative CRD # 5414013
March 2025
PF Advisors, LLC
225 Wilmington-West Chester Pike, Suite 200
Chadds Ford, PA 19317
Phone: (610) 470-4028
Email: PFraley@MyPFAdvisor.com
This brochure supplement provides information about Mr. Philip G. Fraley III that supplements the PF
Advisors, LLC brochure ADV Part 2A for CRD # 277156. If you did not receive the PF Advisors, LLC
brochure or if you have any questions about its contents and/or this supplement contents contact Mr.
Philip G. Fraley III at (610) 470-4028 or by email at: PFraley@MyPFAdvisor.com. The information in
this brochure has not been approved or verified by the United States Securities and Exchange
Commission or by any state securities authority.
Additional information about PF Advisors, LLC and/or Mr. Philip G. Fraley III is also available on the
SEC’s website at www.adviserinfo.sec.gov
Registration does not imply a certain level of skill or training.
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Item 2: Educational and Business Experience
Name:
Philip G. Fraley III
Born: 1982
Education & Industry Exams Passed:
University of Pennsylvania - Wharton School of Business, Executive Education, Private Wealth
Management, 2013
Villanova University - School of Business, Graduate Coursework, 2011
University of Pittsburgh - Bachelor of Science in Accounting, 2004
Uniform Investment Adviser Law License – Series 65
Insurance Licensed: Life and Fixed Annuities, Accident and Health, Property and Casualty
Financial Services Experience & Work History:
08/2015 – Present, PF Advisors, LLC (CRD: 277156), Chads Ford, PA
08/2013 – 07/2015, Real Partners, President, Los Angeles, CA / King of Prussia, PA
11/2010 – 07/2013, Guggenheim Partners, Director/Family Advisor, King of Prussia, PA
04/2010 – 11/2010, Pershing LLC, King of Prussia, PA
08/2007 – 04/2010, Lockwood Advisors, Research Analyst, Malvern, PA
07/2004 – 08/2007, PJM Interconnection, Financial Analyst, Valley Forge, PA
Item 3: Disciplinary Information
As an Investment Advisor Representative you are required to disclose all material fact regarding any
legal or disciplinary events that would be material in your evaluation. Currently, Mr. Philip G. Fraley III
has no information applicable to this requirement. For more information about Mr. Philip G. Fraley III,
please visit FINRA’s Broker Check at www.finra.org/brokercheckand/or the SEC’s Investment Advisor
Search at www.adviserinfo.sec.gov.
Item 4: Other Business Activities
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Mr. Philip G. Fraley III does not act in an investment advisory representative (IAR) capacity for any
other firm other than PF Advisors and is therefore not registered as an IAR with any other firm other
than PF Advisors.
Mr. Philip G. Fraley III holds himself out as a business consultant and these services may be obtained
by others to include registered investment advisory firms and financial services related businesses.
While acting in the capacity of a business consultant, Mr. Fraley may receive compensation in various
forms (i.e. 1099, W2, etc…) that are determined by Mr. Fraley and the hiring party based on the job
and the work to be completed.
Item 5: Additional Compensation
At this time, Mr. Philip G. Fraley III does not receive any economic benefit from any person, company,
or organization, other than his work as an investment advisor representative of PF Advisors and his
work as a business consultant.
Item 6: Supervision
As the President of PF Advisors, LLC, Mr. Philip G. Fraley III supervises all activities of the firm. Mr.
Philip G. Fraley III's contact information is on the cover page of this disclosure document. Philip G.
Fraley III adheres to all required regulations regarding the activities of an Investment Adviser
Representative and follows all policies and procedures outlined in the firm’s policies and procedures
manual, the firms compliance manual including the code of ethics, and appropriate securities
regulatory requirements.
Item 7: Requirements for SEC‐Registered Advisers
Philip G. Fraley III has never been involved in a bankruptcy petition nor has he ever been involved in
any disciplinary events reportable under this item.
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