Eric Oscar Wolf

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

• 03/1996 → 01/2018
  Charles Schwab & Co., Inc.
  Virginia Beach, VA
• 02/2005 → 01/2018
  Charles Schwab Bank
  Virginia Beach, VA
• 01/2018 → Present
  Lpl Financial Llc
  Williamsburg, VA
• 12/2021 → Present
  Private Advisor Group,Llc
  Morristown, NJ

Previous Registrations

• 2018-01-10 → 2021-12-22
  Lpl Financial Llc
  Williamsburg, VA
  Toano, VA
• 2001-01-16 → 2018-01-10
  Charles Schwab & Co., Inc.
  Glen Allen, VA
  Williamsburg, VA
  Richmond, VA
  Virginia Beach, VA
  Williamsburg, VA
  Glen Allen, VA

Other Businesses

1.Mr. Wolf holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Wolf provides. Mr. Wolf may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Wolf to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-06
• S63 Uniform Securities Agent State Law Examination
  1996-10-24

Other Names

• Eric Oscar Wolf
• Eric Oscar Wolf
• Eric Oscar Wolf