Philip Leonardo Platania

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

• 01/2014 → Present
  Sica Wealth Management, Llc
  Morristown, NJ
• 03/2019 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2014-01-10 → 2019-03-04
  Sica Wealth Management, Llc
  Morristown, NJ
• 2012-10-01 → 2013-12-13
  J.P. Morgan Securities Llc
  Morris Plains, NJ
  Morris Plains, NJ
  Morris Plains, NJ
  Parsippany, NJ
• 2009-12-24 → 2012-10-01
  Chase Investment Services Corp.
  Morris Plains, NJ
  Morristown, NJ
  Ledgewood, NJ
  Morris Plains, NJ
  Ledgewood, NJ
  Morris Plains, NJ
  Morris Plains, NJ
  Morris Plains, NJ
  Morristown, NJ
• 2008-01-01 → 2009-10-06
  Wells Fargo Clearing Services, Llc
  Morristown, NJ
  Morristown, NJ
• 2007-12-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Moristown, NJ

Other Businesses

1.Mr. Platania uses Leonforte Financial Advisory LLC as the name of the business under which he provides investment advice through Private Advisor Group, LLC. 2.Mr. Platania is a licensed realtor and may earn commissions from assisting clients in real estate transactions. Clients can engage Mr. Platania for real estate transactions, but any such advice or services are separate and apart from Private Advisor Group.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-01

Other Names

• Philip L Platania