Private Advisor Group Overview
Contact top employees from
Private Advisor Group
Summary
Private Advisor Group is a private company that has been in the industry for 14 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 100K and 5.0M. To connect with Private Advisor Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Hybrid RIA model, financial planning, OSJ support, LPL Financial affiliation for advisors
SIC Code
6199, 6282
DMA Code
New York Metropolitan Area
Founded
2011
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
Contact Private Advisor Group
Organization Website
Social Links
Phone Number
(973) 538-7010
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2016 | Partnership | 1-10 | - | $- | |
| 1857 | - | 5000-10000 | - | $- | |
| - | - | 10000+ | - | $- |
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees positions
In Company
In New Company
Contact top employees from
Private Advisor Group
Kelly Coulter
Head of Marketing
Frank Smith
Chief Executive Officer
Adam Schorr
Chief Financial Officer
John Farnham
Director - Advisor Growth and Engagement
Victor Alfieri
Compliance Specialist
Raphiella Adamson
Compliance Director
Kent Schmidt
Wealth Manager
Patrick Sullivan
Executive Officer
Debra Venturo
Senior Accountant
Anne Mortera
Director of Advisor Growth & Engagement
Mark Morgan CFP®
Financial Advisor
Jennifer Scheer
Billing Supervisor
Will Davis CFP®
Wealth Manager
Kyle Colwell
Financial Advisor
Klaudia Maslo
Compliance Manager, LPL Registered Principal
Joel Miller
CERTIFIED FINANCIAL PLANNER ™
Karen Hayes
Business Development Manager
Michael Desaulnier
Financial Advisor
Kevin Sullivan
Enterprise Growth and Advisor Engagement
James Miller
CERTIFIED FINANCIAL PLANNER ™
Francine Kaufman Olk
Independent Investment Advisor
Anne Kostyak
Client Service Associate
Patrick Sullivan
Summer Intern
Ken Cafourek
Registered Investment Advisor
Sammie Booth
Marketing Assistant
Timothy Brunnock
Wealth Advisor/Partner
