Alex Eory, financial advisor Morristown NJ

Alex Eory

CRD Number: 6226111
Current Firm: Private Advisor Group, LLC

Alex Eory (CRD# 6226111) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC East Lansing, MI Jul 2019 - Current 2
Private Advisor Group East Lansing, MI Jun 2019 - Current 2
Eric Waggoner East Lansing, MI Dec 2018 - Current 3
Northwestern Mutual Investment Services LLC East Lansing, MI Dec 2018 - Jun 2019 < 1
Eric Waggoner East Lansing, MI Oct 2018 - Dec 2018 < 1
The Standard Bistro Ann Arbor, MI Jan 2018 - Oct 2018 < 1
Yardhouse Seattle, WA Jun 2015 - Jan 2018 2
Yardhouse Scottsdale, AZ Dec 2013 - Jun 2015 1
City Of Tempe Tempe, AZ Apr 2013 - May 2015 2
Mass Mutual Life Insurance Company Springfield, MA Aug 2013 - Nov 2013 < 1
Mml Distributors LLC Phoenix, AZ Aug 2013 - Nov 2013 < 1
Mml Investors Services LLC Phoenix, AZ Aug 2013 - Nov 2013 < 1
Kona Grill Chandler, AZ Oct 2012 - Aug 2013 < 1
Unemployed Phoenix, AZ Aug 2012 - Oct 2012 < 1
The Brown Jug Ann Arbor, MI Sep 2011 - Aug 2012 < 1
Bds Mongolian Grill Ann Arbor, MI Aug 2008 - Aug 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Alex P. Eory
Phone Number: 973-538-7010
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    30,086
    MILLIONS
  • Total Number of Accounts
    103,826
    ACCOUNTS
  • Average Account Value
    $289,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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