Managing Director, Chief Operating Officer · Private Advisor Group, LLC
James J Perhacs
CRD 4285685 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Private Advisor Group, LLC, an SEC-registered wealth manager based in Morristown, NJ with $57.7 billion in regulatory assets, lists James J Perhacs on its Form ADV as Managing Director, Chief Operating Officer, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Private Advisor Group, LLCManaging Director, Chief Operating OfficerWealth manager · Morristown, NJ · $58B in regulatory assets
- Mariner Advisor NetworkChief Operating OfficerWealth manager · Overland Park, KS · $9.6B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- John P. HylandExecutive Chair, Private Advisor Group, LLC
- Patrick J. SullivanExecutive Chair, Private Advisor Group, LLC
- James D. SullivanManaging Director, Private Advisor Group, LLC
- James A. HooksChief Compliance Officer, Managing Director, Private Advisor Group, LLC
- Franklin R SmithChief Executive Officer, Private Advisor Group, LLC
2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.