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Michael Hugh Crumley

Private Advisor Group, LLC

Morristown, NJ

Bel Air, MD

CRD 6972641

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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:

Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-01-12
  • MD RA
    APPROVED
    Since 2023-01-12

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

510 S. Main St., Bel Air, MD 21014 • 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
Synergy Financial Group Towson MD 06/2018 01/2020
Towson University Towson MD 08/2016 08/2018
Lpl Financial, Llc Bel Air MD 06/2018 Present
Sfg Wealth Management, Llc Bel Air MD 06/2018 01/2021
Private Advisor Group, Llc Bel Air MD 01/2021 Present
  • 06/2018 → 01/2020
    Synergy Financial Group
    Towson, MD
  • 08/2016 → 08/2018
    Towson University
    Towson, MD
  • 06/2018 → Present
    Lpl Financial, Llc
    Bel Air, MD
  • 06/2018 → 01/2021
    Sfg Wealth Management, Llc
    Bel Air, MD
  • 01/2021 → Present
    Bel Air, MD
Other Businesses

1. 1/25/2021 - Harford Retirement Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month During Securities Trading. 2. 1/28/2021 - Private Advisor Group - DBA: (Hybrid) Harford Retirement Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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. 1/28/2021 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/15/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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. 4. 04/05/2024 - Simplicity Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 10 Hours Per Month/ 1 Hour During Trading 5. 06/11/2026 - Amazon Flex - Rideshare - Not Investment Related - Curtis Bay, MD - Start Date 06/15/2026 - 20 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2021-01-05
Other Names
  • Michael Hugh Crumley
  • Mike Hugh Crumley

View on SEC IAPD

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