Adam J Schorr

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 03/2023
  Lpl Financial Llc
  Fort Mill, SC
• 03/2023 → Present
  Lpl Financial Llc
  Rock Hill, SC
• 03/2023 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 11/2024 → Present
  Pag Financial, Llc
  Morristown, NJ

Previous Registrations

• 2010-07-08 → 2011-12-31
  Uvest Financial Services Group, Inc.
  Charlotte, NC

Other Businesses

1) 03/13/2023 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 3/16/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 03/13/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/22/2024 - PAG Financial, LLC - Limited Purpose Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 5 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2010-07-07