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Sabrina Satveer Narula

Private Advisor Group, LLC

West Chester, PA

Morristown, NJ

CRD 7855620

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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 2025-04-22
  • PA RA
    APPROVED
    Since 2025-04-22

Branch Locations

15 Brintons Bridge Road, West Chester, PA 19382 • 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
Bj's Wholesale Club Downingtown PA 08/2018 Present
Chester County Hospital West Chester PA 04/2021 11/2021
Transcend Fmc Exton PA 10/2023 12/2023
West Chester University West Chester PA 08/2020 12/2023
Henderson High School West Chester PA 08/2016 06/2020
Lpl Financial Llc West Chester PA 01/2024 Present
Private Advisor Group, Llc Morristown NJ 04/2025 Present
  • 08/2018 → Present
    Bj's Wholesale Club
    Downingtown, PA
  • 04/2021 → 11/2021
    Chester County Hospital
    West Chester, PA
  • 10/2023 → 12/2023
    Transcend Fmc
    Exton, PA
  • 08/2020 → 12/2023
    West Chester University
    West Chester, PA
  • 08/2016 → 06/2020
    Henderson High School
    West Chester, PA
  • 01/2024 → Present
    Lpl Financial Llc
    West Chester, PA
  • 04/2025 → Present
    Morristown, NJ
Other Businesses

1)05/16/2024-Kupiec Investment Group LLC-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s) 2)05/16/2024-BJ's Wholesale Club-Outside/W-2 Employment-Cash Handling and reconciliation of receipts and reports-Not Inv Related-At Downingtown, PA-Start date 08/09/2018-40hrs/mth 3) 05/16/2024-KUPIEC INVESTMENT GROUP-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s) 4) 06/07/2024 - Private Advisor Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Admin 0 Started: 1/10/2024 - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity 6/2024. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • Sabrina Satveer Narula

View on SEC IAPD

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