Private Advisor Group, LLC

Private Advisor Group, LLC (CRD# 155216) is a financial advisory firm headquartered in Morristown, NJ. They manage $10,642,295,833 in 48,558 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,642
    MILLION
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Private Advisor Group, LLC
Showing 1 - 10 of 442 top financial advisors.
1
Howard J. Moyer
CRD#: 5022494
729 7th Ave, Williamsport, PA 17701
98
Wealthminder
score

Howard Moyer (CRD# 5022494) is an Investment Advisor Representative working at Private Advisor Group, LLC in Williamsport, PA and has over 9 years of experience in the finance industry.

2
Raymond J. Angelo
CRD#: 4993543
18 Brant Avenue, Clark, NJ 07066
96
Wealthminder
score

Raymond Angelo (CRD# 4993543) is an Investment Advisor Representative working at Private Advisor Group, LLC in Clark, NJ and has over 8 years of experience in the finance industry. Raymond Angelo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher J. Battiste
CRD#: 1101616
80 Wolf Road, Ste. 301, Albany, NY 12205
96
Wealthminder
score

Christopher Battiste (CRD# 1101616) is an Investment Advisor Representative working at Private Advisor Group, LLC in Albany, NY and has over 24 years of experience in the finance industry. Christopher Battiste has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kalen D. Baxter
CRD#: 2920908
1122 Kenilworth Dr, #305, Towson, MD 21204
96
Wealthminder
score

Kalen Baxter (CRD# 2920908) is an Investment Advisor Representative working at Private Advisor Group, LLC in Towson, MD and has over 19 years of experience in the finance industry. Kalen Baxter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael Benkovic
CRD#: 4878510
4800 Linglestown Rd Ste 304, Harrisburg, PA 17112
96
Wealthminder
score

Michael Benkovic (CRD# 4878510) is an Investment Advisor Representative working at Private Advisor Group, LLC in Harrisburg, PA and has over 11 years of experience in the finance industry. Michael Benkovic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Dean S. Bennion
CRD#: 1968163
35 100th Ave Ne, Bellevue, WA 98004
96
Wealthminder
score

Dean Bennion (CRD# 1968163) is an Investment Advisor Representative working at Private Advisor Group, LLC in Bellevue, WA and has over 27 years of experience in the finance industry. Dean Bennion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David J. Berkeihiser
CRD#: 2651509
600 Willowbrook Lane, Suite 620, West Chester, PA 19382
96
Wealthminder
score

David Berkeihiser (CRD# 2651509) is an Investment Advisor Representative working at Private Advisor Group, LLC in West Chester, PA and has over 21 years of experience in the finance industry. David Berkeihiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jon P. Betlow
CRD#: 2490394
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
96
Wealthminder
score

Jon Betlow (CRD# 2490394) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 21 years of experience in the finance industry. Jon Betlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nancy A. Briguglio
CRD#: 702110
10490 Little Patuxent Pkwy, Suite 280, Columbia, MD 21044
96
Wealthminder
score

Nancy Briguglio (CRD# 702110) is an Investment Advisor Representative working at Private Advisor Group, LLC in Columbia, MD and has over 19 years of experience in the finance industry.

10
Thomas J. Campana
CRD#: 5385758
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
96
Wealthminder
score

Thomas Campana (CRD# 5385758) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 8 years of experience in the finance industry. Thomas Campana has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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