Walter Peter Klisiwecz

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

• 05/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco Private Ledger)
  Albany, NY
• 10/2013 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1. 05/24/2004 - ALBANY FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - INDEPENDENT INSUARNCE AGENT - SELLING FIXED ANNUITIES, LONG TERM CARE, DISABILITY, WHOLE, UNIVERSAL AND TERM LIFE INSURANCE 2. 12/23/2013 - PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) PRIVATE ADVISOR GROUP - CHARGE WRAP FEES AND PROVIDE FINANCIAL PLAN FOR FEE - TIME SPENT 80%. 3. 03/24/2015 - ALBANY FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH. 4. 05/16/2019 - Delmar Masonic Temple Association, Inc. - Not investment related - 421 Delaware Avenue, Delmar NY 12054 - Non-Profit Board Member - start date:05/01/2019 - 2 hrs/mo - 0 hrs during trading. 5. 1/7/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2004 - 120 Hours Per Month During Securities Trading. 6. 12/12/2022 - WK Enterprises, LLC. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2023 - 4 Hours Per Month/4 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-20

Designations

• Certified Financial Planner

Other Names

• Walter P Klisiwecz