Ian Ritchie

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

• 07/2019 → 09/2019
  Heritage Holding
  Boston, MA
• 06/2018 → 08/2018
  Jp Morgan
  Boston, MA
• 06/2017 → 08/2017
  Baroo
  Boston, MA
• 09/2019 → Present
  Lpl Financial, Llc
  New Rochelle, NY
• 01/2010 → 06/2019
  Student
  Wakefield, MA
• 10/2019 → Present
  Private Advisor Group
  New Rochelle, NY

Other Businesses

1. 2/18/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 7/26/2011 - Licensed Admin. - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2020. 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. 2. 12/09/2025 - Flynn Financial Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/01/2019 - 160 hours per month/ 120 hours during trading 3. 03/18/2026 - Mercor - Outside/W-2 Employment - Not Investment Related - San Francisco, CA - Start Date 02/11/2026 - 40 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-10-02