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Private Advisor Group

77 people · 0 jobs
‌

Private Advisor Group is today’s independent advisor solution built to support successful independent financial advisors, allowing them to stay focused on their business

Industries

Finance

Headquarters

Morristown, United States

Employees

51-200

Links

Org chart

Frank Smith
Chief Executive Officer
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Anne Mortera
Director, Advisor Growth & Engagement
Adam J. Schorr
Chief Financial Officer
Jim Perhacs
Chief Operating Officer
Jim Hooks
Managing Director, Chief Compliance Officer
John Hyland
Managing Director, Strategic Partner Relations
Andrew Karlinski
Managing Director, West Region
James Sullivan
Managing Director, Advisor Advocacy & Technology
Kelly Coulter
Director, Marketing
Jason McCarthy
Compliance Director
Karen Hayes
Business Development Manager
Josh Reich
Business Development Executive
Patrick R. Sullivan
Business Strategy Manager
PS
Patrick Sullivan
Chief Of Staff

Board & advisors

Robert Moore
Managing Director & Executive Chair
William Hart
Financial Advisor
Michael P. Desaulnier
Financial Advisor
Ira Berkowitz
Financial Advisor
Will Davis
Financial Advisor
Donald Pfarr
Financial Advisor
Warren Gallagher
Certified Financial Planner™
Paul Colwell
Financial Advisor
David Cariani
Financial Advisor

Teams

+13

Financial Advisory Team

17 people · 0 jobs

+8

Compliance Team

12 people · 0 jobs

+7

Leadership Team

11 people · 0 jobs

+3

Operations Team

7 people · 0 jobs

+1

Finance and Accounting Team

5 people · 0 jobs

+1

Marketing Team

5 people · 0 jobs

Offices

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