Andrew Torbert

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

Authority	Category	Status	Date
GA	RA	APPROVED	2025-10-30

GA RA
APPROVED

Since 2025-10-30

Branch Locations

10245 Twelve Oaks Drive, Suite 101, Watkinsville, GA 30677 • 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

Organization	City	State	From	To
Taff Claim Services	Marietta	GA	01/2015	08/2019
Level Team Contracting, Llc	Atlanta	GA	03/2019	05/2025
Wp Financial, Llc	Watkinsville	GA	09/2025	Present
Unemployed	Bogart	GA	06/2025	08/2025
Private Advisor Group, Llc	Morristown	NJ	10/2025	Present

01/2015 → 08/2019

Taff Claim Services

Marietta, GA
03/2019 → 05/2025

Level Team Contracting, Llc

Atlanta, GA
09/2025 → Present

Wp Financial, Llc

Watkinsville, GA
06/2025 → 08/2025

Unemployed

Bogart, GA
10/2025 → Present

Private Advisor Group, Llc

Morristown, NJ

Other Businesses

1. Mr. Torbert uses WP Financial as the business name through which he provides investment advice, but which is owned independently from Private Advisor Group.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-21

S65 Uniform Investment Adviser Law Examination

2025-10-21

View on SEC IAPD