Best Investors Account Sign in
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-30
  • NJ RA
    APPROVED
    Since 2025-09-30

Branch Locations

23 Vreeland Road, Suite 201, Florham Park, NJ 07932 • United States

55 Madison Ave, Suite 400, Morristown, NJ 07960 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Madison NJ 06/2021 Present
Madison Public School Madison NJ 01/2010 05/2019
Madison Wealth Planners Morristown NJ 06/2021 Present
Rowan University Glassboro NJ 07/2019 05/2023
Private Advisor Group, Llc Morristown NJ 09/2025 Present
  • 06/2021 → Present
    Lpl Financial Llc
    Madison, NJ
  • 01/2010 → 05/2019
    Madison Public School
    Madison, NJ
  • 06/2021 → Present
    Madison Wealth Planners
    Morristown, NJ
  • 07/2019 → 05/2023
    Rowan University
    Glassboro, NJ
  • 09/2025 → Present
    Morristown, NJ
Other Businesses

1 - 10/2024 - Madison Wealth Planners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 11/13/2025 - Madison Wealth Planners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 hours per month/ during trading 3- 11/13/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-10
  • S66 Uniform Combined State Law Examination
    2025-09-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Florham Park, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor