Michael James Shaub

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

• 05/2016 → 10/2016
  Unemployed
  Lancaster, PA
• 10/2016 → 05/2018
  Santander Bank
  Hatfield, PA
• 05/2018 → 07/2020
  Tfg Wealth
  Newtown, PA
• 12/2020 → Present
  Comprehensive Financial Professionals
  Lansdale, PA
• 11/2020 → Present
  Lpl Financial Llc
  Lansdale, PA
• 04/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 07/2020 → 12/2020
  Unemployed
  Sellersville, PA

Other Businesses

1) 12/2022 - TWBD Services, LLC / Real Estate Rental / 802 Columbia Ave Lansdale PA / Investment Related / 3.5 Hour per month / 10 time spent percent 2) 12/2022 - Comprehensive Financial Professionals, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hour per month / 100 time spent percent / 8 Hours during trading 3) 09/25/2023 - Real Estate Rental - Investment Related - Sellersville, PA - Start Date 08/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-30
• S65 Uniform Investment Adviser Law Examination
  2022-04-25