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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holyoke Police Department | Holyoke | MA | 08/2002 | Present |
1. Mr. Wilson uses Flynn Financial Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Wilson is registered at, and is related to his investment services practice. Mr. Wilson devotes about 100 hours per month to this activity, including about 100 hours during securities trading hours, concurrently with time Mr. Wilson devotes to activity providing investment services through PAG. 2. Mr. Wilson is employed as a Lieutenant with the Holyoke, Massachusetts Police Department. Mr. Wilson devotes about 160 hours per month to this activity, including about 20 hours during securities trading hours. This activity is not located at the address where Mr. Wilson is registered, and is not related to his investment services practice. This activity is separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
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