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Private Advisor Group, LLC CRD 155216
$44.3B regulatory AUM 1,033 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1759 Thornapple Circle, Valparaiso, IN 46385 • United States
9600 N Centennial Dr, Suite A, Munster, IN 46321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 04/2022 | Present |
| Harvest Financial Planning, Llc | Valparaiso | IN | 12/2015 | Present |
1. Ms. Grubb uses Harvest Wealth Partners as the name of the business under which she assists in providing investment advice through Private Advisor Group, LLC. This activity is at the address Ms. Grubb is registered at, and is related to her investment services practice. Ms. Grubb devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Grubb devotes to activity assisting with investment services through PAG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-25 |
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