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Private Advisor Group, LLC CRD 155216
$44.3B regulatory AUM 1,033 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-06 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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