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Current Employers
The Private Client Advisory Group, Llc

2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-08-17
NY RA APPROVED 2021-06-04
NJ RA APPROVED 2021-05-11
FL RA APPROVED 2021-03-10
  • PA RA
    APPROVED
    Since 2021-08-17
  • NY RA
    APPROVED
    Since 2021-06-04
  • NJ RA
    APPROVED
    Since 2021-05-11
  • FL RA
    APPROVED
    Since 2021-03-10

Branch Locations

2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States

Palmetto, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corporation Tampa FL 05/2005 02/2018
Lpl Financial, Llc Palmetto FL 02/2018 Present
The Private Client Advisory Group, Llc Palmetto FL 03/2021 Present
Lpl Financial Llc Tampa FL 02/2018 02/2021
J. Scott Savage, Sole Proprietor Palmetto FL 05/1992 Present
All American Dream Wealth Management Llc Toms River NJ 07/2007 03/2021
  • 05/2005 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial, Llc
    Palmetto, FL
  • 03/2021 → Present
    Palmetto, FL
  • 02/2018 → 02/2021
    Lpl Financial Llc
    Tampa, FL
  • 05/1992 → Present
    J. Scott Savage, Sole Proprietor
    Palmetto, FL
  • 07/2007 → 03/2021
    All American Dream Wealth Management Llc
    Toms River, NJ
Previous Registrations
  • 2005-05-27 → 2018-02-14
    Invest Financial Corporation
    Toms River, NJ
    Lanoka Harbor, NJ
    Lanoka Harbor, NJ
    Red Bank, NJ
    Appleton, WI
  • 2004-10-20 → 2005-05-13
    Banc Of America Investment Services, Inc.
    Manahawkin, NJ
  • 2002-11-21 → 2004-10-20
    Quick & Reilly, Inc.
    Manahawkin, NJ
Other Businesses

1. 3/24/2021 - The Private Client Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/12/2021 - 160 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through The Private Client Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 3/2021. 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. 2. 02/05/2026 - Zenith Marketing Group - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 03/12/2019 - 8 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
S65 Uniform Investment Adviser Law Examination 1998-07-29
S63 Uniform Securities Agent State Law Examination 1994-10-03
  • S66 Uniform Combined State Law Examination
    2018-09-28
  • S65 Uniform Investment Adviser Law Examination
    1998-07-29
  • S63 Uniform Securities Agent State Law Examination
    1994-10-03
Other Names
  • Scott Savage

View on SEC IAPD

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