Advisor at Private Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
St. Augustine, FL
Credentials
Series 63, Series 65
Industry experience
5 years
Michael Lysenko is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Private Advisor Group since 2020 and has over three decades of experience as an independent insurance agent. In addition to his advisory role, Mr. Lysenko provides tax advice and tax preparation services through Dolphin Financial Solutions, LLC. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
St. Augustine, FL
Florida · Texas
Private Advisor Group, LLC
2020 - Present (6 years)
Independent Insurance Agent
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65
St. Augustine, FL
Harbor Fort Financial Advisors LLC
Hani Hajje is a financial advisor at Harbor Fort Financial Advisors LLC with a Series 65 designation and over one year of experience at the firm. He has held roles with Hagen Pay Inc. since 2023 and Deleon Trio Ventures LLC since 2012. Harbor Fort Financial Advisors provides investment advisory services and financial planning to individuals and high-net-worth clients, offering tailored portfolio management and fixed-fee financial planning engagements. The firm uses both fundamental and technical analysis with periodic rebalancing and reviews managed accounts quarterly.
CFA®, Series 66
St. Augustine, FL
Sovereign Wealth Office LLC
Dalton Boatright is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently leads Sovereign Wealth Office LLC, having previously worked at Legacy Trust Family Wealth Offices and several other financial firms. Sovereign Wealth Office LLC provides investment management and financial planning services to pooled vehicles, institutional clients, and corporate treasury functions, as well as wealth management and non-trustee investment advice for individuals, charities, and businesses. The firm employs an asset-allocation driven approach that integrates both passive and active strategies and emphasizes selecting and supervising third-party managers while keeping its advisory fees separate from those managers’ fees.
CFP®
St. Augustine, FL
Palm Valley Wealth Management LLC
Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
CFP®, Series 63, Series 65
St. Johns, FL
Marian Financial Services, Inc.
Richard Allison is a CFP® with 24 years of experience in financial advisory services. He is the principal and owner of Marian Financial Services, Inc., an independent firm he has been with since 2008. In addition to his advisory work, Allison is involved in real estate brokerage through INI Referral Realty, Inc., and assists clients with legal document creation via a network of attorneys at Estate Guru. Marian Financial Services provides discretionary portfolio management and financial planning to individuals, trusts, estates, owner-managed businesses, and retirement plans. The firm employs ETF and stock model portfolios within a global tactical asset-allocation framework and offers a distinctive outsourced platform to oversee held-away retirement participant accounts.
Series 63, Series 65
St Augustine, FL
Legatum Services LLC
Michael Crough is an investment advisor with Legatum Services LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Highland Financial Advisors and Strategic Sales and Marketing, and owns Crough Financial Services LLC. Legatum Services provides investment supervisory services and financial planning to clients including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm offers tailored investment strategies based on documented risk analyses and Investment Policy Statements, providing both discretionary and client-directed portfolio management.
Series 65
St Augustine, FL
Parable Wealth Advisors
John Ginn is a financial advisor at Parable Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Naples Wealth Planning. Outside of his advisory role, Ginn is a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and is involved in managing a title company and a real estate development business. Parable Wealth Advisors is a SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, using a range of investment vehicles and tax-efficient strategies tailored to client objectives and risk tolerance.
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