Private Advisor Group, LLC

Private Advisor Group, LLC (CRD# 155216) is a financial advisory firm headquartered in Morristown, NJ. They manage $11,900,231,558 in 54,146 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,900
    MILLION
  • Total Number of Accounts
    54,146
    ACCOUNTS
  • Average Account Value
    $219,780
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 539 top financial advisors.
1
Scot A. Millen
CRD#: 4966812
10490 Little Patuxent Pkwy, Suite 280, Columbia, MD 21044
98
Wealthminder
score
Scot Millen (CRD# 4966812) is an Investment Advisor Representative working at Private Advisor Group, LLC in Columbia, MD and has over 11 years of experience in the finance industry.
2
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 10 years of experience in the finance industry.

3
Ryan Rech
CRD#: 5667096
12058 San Jose Blvd, Suite 503, Jacksonville, FL 32223
98
Wealthminder
score

Ryan Rech (CRD# 5667096) is an Investment Advisor Representative working at Private Advisor Group, LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.

4
Kevin P. Yurko
CRD#: 4778518
672 North River St Ste 103, Wilkes-Barre, PA 18705
98
Wealthminder
score

Kevin Yurko (CRD# 4778518) is an Investment Advisor Representative working at Private Advisor Group, LLC in Wilkes-Barre, PA and has over 13 years of experience in the finance industry.

5
Daniel J. Aguanno
CRD#: 5346652
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
96
Wealthminder
score

Daniel Aguanno (CRD# 5346652) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 7 years of experience in the finance industry. Daniel Aguanno 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
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 10 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.

7
Peter A. Baldini
CRD#: 2078217
122 East 42nd Street, Suite 1610, New York, NY 10168
96
Wealthminder
score

Peter Baldini (CRD# 2078217) is an Investment Advisor Representative working at Private Advisor Group, LLC in New York, NY and has over 24 years of experience in the finance industry.

8
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 25 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.

9
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 20 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.

10
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 13 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.

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