About PAG

By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a community of over 750 financial professionals nationwide. This provides me access to industry-leading services and resources, which includes:

  • Sophisticated tools to help in planning, researching, documenting progress and applying changes and updates to help you navigate your financial journey.
  • An extensive team of compliance professionals to ensure adherence to fiduciary obligations.
  • Leading technology providers that offer financial planning software, market insights, practice management support, and tools to help my practice run smoothly while serving you efficiently.
  • Practice consulting and growth programs to deliver a greater variety of innovative services.
  • Practice protection, and business continuity and succession solutions for uninterrupted service.

I also have access to flexible custodian platforms (essentially where your cash and securities are held) which now encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, TD Ameritrade and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integrity protections, and more.

Performance and Industry Recognition:

750+

Financial Advisors 

Nationwide1

$28.5B

Advisory Assets Under 

Management1

BARRON'S

Top Ranked Firm2

Since 2019

For more information, visit privateadvisorgroup.com

1As of June 30, 2023

2Barron's "Top 100 RIA Firms" ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's in exchange for the ranking.