Thomas F Furey

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

• 06/2006 → Present
  Summit Partners, Inc.
  King Of Prussia, PA
• 12/2011 → 11/2018
  Lpl Financial
  Wayne, PA
• 11/2018 → 08/2019
  Guardian Life Insurance Co Of America
  Wayne, PA
• 11/2018 → 08/2019
  Park Avenue Securities, Llc
  Wayne, PA
• 08/2019 → 07/2022
  Guardian Life Insurance Company
  King Of Prussia, PA
• 08/2019 → 07/2022
  Park Avenue Securities
  King Of Prussia, PA
• 07/2022 → Present
  Lpl Financial Llc
  West Chester, PA
• 08/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2018-11-01 → 2022-08-15
  Park Avenue Securities Llc
  King Of Prussia, PA
• 2011-12-19 → 2018-11-12
  Lpl Financial Llc
  Wayne, PA
  Morristown, NJ
  Wayne, PA
• 2008-01-02 → 2011-12-20
  Kestra Investment Services, Llc
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

1) 7/2022- Summit Partner, Inc. - Business Entity for Tax/Investment Purpose Only- inv. related-- West Chester, PA- 5hrs/mth 2) 7/2022 - Financial Planning Associates, LLC - DBA for LPL Business (entity for LPL Business)- inv. related- West Chester, PA-8hrs/mth 3) 7/2022- FPA Wealth Management - DBA for LPL Business (entity for LPL Business)- inv. related- West Chester, PA-8hrs/mth 4) 08/02/2022 - Private Advisor Group-Investment Related- At Reported Business Location(s)- Registered Investment Advisor Hybrid- advisor - Start Date 7/01/2022- 160 Hours Per Month/ 8 Hours During Securities Trading- Time Spent 100%- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. 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. 5) 8/04/2022- Private Advisor Group- DBA: FPA Wealth Management- Investment Related- At Reported Business Location(s)- Registered Investment Advisor DBA- advisor- Start Date- 07/01/2022- 160 Hours Per Month/ 8 Hours During Securities Trading- Time Spent 100%- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. 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 6) 08/04/2022 - Financial Planning Associates, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 07/01/2022 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. 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 7) 01/03/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 11/22/2023 - 3 Hrs/mo During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-06
• S63 Uniform Securities Agent State Law Examination
  1993-08-17

Other Names

• Thomas Francis Furey
• Thomas Francis Furey