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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
PA RA APPROVED 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-06

Branch Locations

Dunmore, PA • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • 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 (Financial Planning Associates, Llc) Media PA 05/2015 11/2016
Private Advisor Group, Llc Morristown NJ 06/2016 12/2016
Jp Morgan Chase & Co. Newark DE 11/2016 03/2021
Mclaughlin Asset Management Haddonfield NJ 03/2021 03/2025
Lincoln Financial Advisors Corporation Haddonfield NJ 02/2021 12/2021
Lpl Financial, Llc West Chester PA 12/2021 Present
Private Advisor Group West Chester PA 03/2025 Present
  • 05/2015 → 11/2016
    Lpl Financial (Financial Planning Associates, Llc)
    Media, PA
  • 06/2016 → 12/2016
    Morristown, NJ
  • 11/2016 → 03/2021
    Jp Morgan Chase & Co.
    Newark, DE
  • 03/2021 → 03/2025
    Mclaughlin Asset Management
    Haddonfield, NJ
  • 02/2021 → 12/2021
    Lincoln Financial Advisors Corporation
    Haddonfield, NJ
  • 12/2021 → Present
    Lpl Financial, Llc
    West Chester, PA
  • 03/2025 → Present
    Private Advisor Group
    West Chester, PA
Previous Registrations
  • 2021-10-07 → 2021-12-16
    Osaic Fa, Inc.
    Haddonfield, NJ
  • 2016-06-27 → 2016-12-08
    Media, PA
    Morristown, NJ
Other Businesses

1) 03/10/2025 - FPA Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 03/24/2025 - FPA Wealth Management- Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:03/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 03/24/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:03/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading. provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2025. 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. 4) 10/01/2025 - FPA WealthForge Team - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
  • S66 Uniform Combined State Law Examination
    2021-09-27
Other Names
  • Kyle Anthony Macrina

View on SEC IAPD

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