Adviser and broker representative · Private Advisor Group, LLC
Brian D. Testino
CRD 3020260 · Morristown, NJ
At a glance
Brian D. Testino is an investment adviser representative with Private Advisor Group, LLC in Morristown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2018, about 8 years ago. Brian is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Private Advisor Group, LLCSince May 2023Morristown, NJ · $58B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.