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Rebecca Yvanne Wynarczyk

Private Advisor Group, LLC

Alamo, CA

Morristown, NJ

CRD 5596583

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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
CA RA APPROVED 2026-06-26
  • CA RA
    APPROVED
    Since 2026-06-26

Branch Locations

3201 Danville Blvd, Ste 170, Alamo, CA 94507 • 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
OrganizationCityStateFromTo
Mariner Independent Overland Park KS 06/2025 Present
Sprague Wealth Solutions, Llc Danville CA 02/2022 03/2023
Lpl Financial Boston MA 02/2022 Present
Insight Wealth Strategies, Llc San Ramon CA 05/2011 01/2022
Financial Planner Group, Llc Danville CA 03/2023 Present
Private Advisor Group, Llc Morristown NJ 06/2026 Present
  • 06/2025 → Present
    Mariner Independent
    Overland Park, KS
  • 02/2022 → 03/2023
    Sprague Wealth Solutions, Llc
    Danville, CA
  • 02/2022 → Present
    Lpl Financial
    Boston, MA
  • 05/2011 → 01/2022
    Insight Wealth Strategies, Llc
    San Ramon, CA
  • 03/2023 → Present
    Financial Planner Group, Llc
    Danville, CA
  • 06/2026 → Present
    Morristown, NJ
Previous Registrations
Other Businesses

Financial Planner Group, LLC; Investment related, Danville, CA, Offering investment services through Mariner Independent, start date; 06/2025, 160 hours per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

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