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Andrew James Wilson

Private Advisor Group, LLC

Morristown, NJ

Troy, MI

CRD 2428672

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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
MI RA APPROVED 2014-07-01
  • MI RA
    APPROVED
    Since 2014-07-01

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

901 Wilshire Drive, Suite 262, Troy, MI 48084 • 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 Birmingham MI 06/2014 Present
Private Advisor Group, Llc Birmingham MI 06/2014 Present
Previous Registrations
Other Businesses

1. 09/19/2014 - PRIVATE ADVISOR GROUP, LLC -REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 220 HOURS PER MONTH - BLOOMFIELD HILLS, MI 2. 12/4/2014 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% - Advisory services provided by the RIA. 3. 04/11/2016 * Millennium Wealth Management * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/30/2014 * 160 HRS/MO; 112 HRS DURING SECS TRDG HRS. * Financial planning services. 4. 4/28/2016 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) Millennium Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/30/2014 * 160 HRS/MO; 112 HRS/MO DURING SECS TRDG HRS. 5. 3/25/2020 - ARTEMIS WEALTH MANAGEMENT - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - President - Start Date: 03/23/2020 - 120 Hours Per Month/7 Hours During Securities Trading. 6. 03/01/2024 - ARTEMIS WEALTH ADVISORS - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 170 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 170 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 7. 04/04/2024 - ARTEMIS WEALTH ADVISORS LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-16
S63 Uniform Securities Agent State Law Examination 1993-12-08
  • S65 Uniform Investment Adviser Law Examination
    1998-10-16
  • S63 Uniform Securities Agent State Law Examination
    1993-12-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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