Financial ADVSR advisor directory · SEC adviser records
Private Advisor Group, LLC financial advisors in Rochester, NY
Every SEC-registered investment adviser representative at a Private Advisor Group, LLC office in Rochester, A to Z.
The short answer
3 registered advisors work at Private Advisor Group, LLC in Rochester, out of 833 at the firm nationwide; it ranks number 50 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Private Advisor Group, LLC advisors in Rochester, A to Z
Every Private Advisor Group, LLC advisor →- Charles Forte Jr.Also a broker rep
- Galina KolossovskyAlso a broker rep
- Thomas MontulliAlso a broker rep
Private Advisor Group, LLC advisors in every city and state →Private Advisor Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Private Advisor Group, LLC advisors in other cities
Morristown, NJ 368Bedminster, NJ 12Reston, VA 11Plymouth, MN 9Albany, NY 8Houston, TX 8Reno, NV 7Roseville, CA 7West Chester, PA 6Williamsville, NY 6Avon, CT 5Blue Bell, PA 5East Lansing, MI 5Memphis, TN 5Mt. Laurel, NJ 5
Other firms in Rochester
All Rochester advisors →LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23
Questions
How many financial advisors does Private Advisor Group, LLC have in Rochester?
3 investment adviser representatives are registered at Private Advisor Group, LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 833 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Private Advisor Group, LLC one of the largest advisor employers in Rochester?
Private Advisor Group, LLC ranks number 50 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Private Advisor Group, LLC advisor in Rochester?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Private Advisor Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.