Private Advisor Group: Detailed Company Information & Corporate Profile

Contact top employees from Private Advisor Group

Summary

Private Advisor Group is a private company that has been in the industry for 15 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Robert J Moore. Its headquarters is located at Morristown, New Jersey, USA. The number of employees ranges from 25 to 100. The annual revenue of Private Advisor Group varies between 50M and 100M. To connect with Private Advisor Group employee register on SignalHire.

Private Advisor Group Websiteprivateadvisorgroup.com
Social Links
facebooklinkedIntwitterlinkedIntwitter
Phone Number(973) 538-7010
Industries
Private Advisor Group Headquarters address305 Madison Avenue, Morristown, NJ, 07960 US
Company Size200-500 employees
SpecialtiesHybrid RIA model, financial planning, OSJ support, LPL Financial affiliation for advisors
SIC Code6199, 6282
DMA CodeNew York Metropolitan Area
Founded2011
Estimated Annual Revenue$50M - 100M
Operating StatusIndependent Company

Private Advisor Group Org Chart

Chief Executive Officer

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2016Partnership 1-10 5.1M $-
1857- 5000-10000 22.9B $-
-- 10000+ 500.5M $-

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Private Advisor Group's workforce includes employees across a wide range of tenure levels.

4% have been with the company for less than 1 year8% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years17% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years42% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Private Advisor Group
Kelly Coulter
Kelly CoulterHead of Marketing
Email (6)
k******r@firstallied.com , k**********r@firstallied.com , k***********r@cetera.com , ...
Phone (3)
+1-870-***-**82 , +1-520-***-**44 , ...
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Garrett Friedrich
Garrett FriedrichSenior Marketing Manager, Head of Brand & Events
Email (5)
g***************h@cetera.com , g***************h@advisorgroup.com , g********h@firstallied.com , ...
Phone (1)
+1-***-***-4776
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Jason McCarthy
Jason McCarthyCompliance Director - Head of Supervision
Email (2)
j************y@privateadvisorgroup.com , j*********y@yahoo.com
Phone (3)
+1-480-***-**47 , +1-323-***-**33 , ...
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Shanique Sumter
Shanique SumterSenior Accountant
Email (4)
s***************r@bofa.com , s*************r@wellsfargo.com , b******r@hotmail.com , ...
Phone (1)
+1-***-***-5726
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Elliot Rybak
Elliot RybakWealth Manager
Email (4)
e**********k@bankofamerica.com , e****t@chamberlin-group.com , e*********k@gmail.com , ...
Phone (1)
+1-***-***-2817
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Karin Le
Karin LePrincipal and Wealth Advisor
Email (6)
k***n@capitalplanningadvisors.com , l******t@wellsfargo.com , k********e@wellsfargo.com , ...
Phone (1)
+1-***-***-9155
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Kevin Bohrer
Kevin BohrerDirector of Corporate Finance
Phone (1)
+1-***-***-8239
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Bill Hart
Bill HartFinancial Consultant
Email (4)
b***@aol.com , b***@hotmail.com , b***@gmail.com , ...
Phone (2)
+1-909-***-**55 , +1-205-***-**13
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Frank Smith
Frank SmithChief Executive Officer
Phone (1)
+1-***-***-7638
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Adam Schorr
Adam SchorrChief Financial Officer
Email (4)
a*********r@lpl.com , a*********r@lplfinancial.com , a*********r@privateadvisorgroup.com , ...
Phone (2)
+1-205-***-**83 , +1-909-***-**27
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David Carratt
David CarrattDirector of Advisor Growth & Engagement
Email (5)
d**********t@symetra.com , d***********t@advisorgroup.com , c*****t@kms.com , ...
Phone (1)
+1-***-***-1044
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Noah Schwartz
Noah SchwartzFinancial Advisor
Email (3)
s***@hotmail.com , n***@gmail.com , s***@aol.com
Phone (4)
+1-623-***-**50 , +1-205-***-**65 , ...
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Kathleen Conlin
Kathleen ConlinHuman Resources Manager
Email (5)
k*************n@privateadvisorgroup.com , k*****n@coventry.com , k**********n@gmail.com , ...
Phone (3)
+1-909-***-**75 , +1-323-***-**68 , ...
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Cari Smith
Cari SmithCompliance Director
Email (3)
c********h@privateadvisorgroup.com , c********h@sbcglobal.net , c*********5@yahoo.com
Phone (2)
+1-623-***-**20 , +1-520-***-**35
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Matthew Shahidi
Matthew ShahidiOperations Associate
Phone (1)
+1-***-***-4394
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Cindy Wyatt
Cindy WyattExecutive People & Business Operations Partner
Phone (1)
+1-***-***-5585
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Private Advisor Group Corporate Information: FAQ

Private Advisor Group operates in the Finance industries. More details can be found on the official website: privateadvisorgroup.com.
The headquarters of Private Advisor Group are located in Morristown, United States.
The current CEO of Private Advisor Group is Robert J Moore
You can contact Private Advisor Group by phone at (973) 538-7010.
Private Advisor Group currently employs 200-500 people.
Private Advisor Group's revenue is approximately 69.8M.
Well-known competitors of Private Advisor Group include The Largo Group, Northwestern Mutual and Volaris Group.

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