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Robert S
Series 63, Series 66
Morristown, NJ
Private Advisor Group, LLC
Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at LPL Financial, Morgan Stanley, Citigroup Global Markets, and Eastern Point Advisors Inc. Sorge conducts workshops and seminars aimed at parents and college students through his involvement with CollegeFunding4Me. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.
Jamie I
Series 66
Morristown, NJ
Private Advisor Group, LLC
Jamie Ireland is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Private Advisor Group in 2022, Ireland held roles at LPL Financial and Mercer Wealth Management. Outside of advisory services, Ireland is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a range of investment strategies while providing access to proprietary and third-party managed account solutions.
John C
Series 66
Morristown, NJ
Private Advisor Group, LLC
John Conners is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial and Janney Montgomery Scott. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, employing both proprietary and third-party strategies and technology platforms to tailor investment solutions.
Evan I
Series 66
Morristown, NJ
Private Advisor Group, LLC
Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.
Kimberly V
Series 66
Morristown, NJ
Private Advisor Group, LLC
Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.
Mark C
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.
Christopher K
Series 66
Morristown, NJ
Private Advisor Group, LLC
Christopher Kent is a Series 66 licensed advisor with seven years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2021. His prior experience includes roles at MML Investors Services, MassMutual, and Ocean City Home Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining proprietary and third-party investment strategies while utilizing technology platforms to implement tailored investment solutions.
Alfonso S
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.
John M
Series 63
Morristown, NJ
Private Advisor Group, LLC
John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.
Matthew W
Series 63
Morristown, NJ
Private Advisor Group, LLC
Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.
Warren G
CFP®, Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Warren Gallagher III is a CFP® with over 31 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2018. Prior to that, he held positions at Paradigm Wealth Advisory LLC, LPL Financial, LLC, and First Allied Advisory Services, INC. Gallagher is also involved with Financial Planners of NJ in an investment-related capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and utilizes a variety of investment strategies, offering access to proprietary platforms and third-party managers.
Frank E
Series 63
Morristown, NJ
Private Advisor Group, LLC
Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His prior work includes 11 years at UBS Financial Services before joining Private Advisor Group and LPL Financial in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model involves acting as portfolio managers or assisting clients in selecting managers from prominent strategists while utilizing multiple investment methods and technology platforms.
Timothy B
Series 66
Morristown, NJ
Private Advisor Group, LLC
Timothy Brunnock is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2011 and LPL Financial since 2007. In addition to his advisory work, he maintains a limited law practice focused on wills and non-litigation civil matters and serves on the Finance Committee of the Morris County St. Patrick's Day Parade, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both direct portfolio management and third-party managers.
William R
CFP®, Series 63
Morristown, NJ
Private Advisor Group, LLC
William Ryan Jr. is a CFP® with 36 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017 and LPL Financial, LLC since 1998. He is based in Morristown, NJ, and also engages in non-variable insurance sales through Ryan Wealth Management Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
James D
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His work history includes roles at LPL Financial and Osaic FA, Inc. He operates a DBA, Main Street Wealth Management, and is involved in selling life, health, disability, and long-term care insurance. Outside of his advisory work, he is connected to Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses proprietary and third-party platforms to implement various investment strategies, including both managed account solutions and held-away asset management.
Shayla C
Series 63, Series 66
Morristown, NJ
Private Advisor Group, LLC
Shayla Cloutier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo, where she accumulated extensive experience. Outside of her advisory work, she serves as Treasurer for the Foskett Ranch Elementary School Parent Teacher Organization in Lincoln, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and TAMPs.
Donald P
Series 66
Morristown, NJ
Private Advisor Group, LLC
Donald Pfarr is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at LPL Financial, LLC and Citigroup Global Markets. Pfarr provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based approach includes discretionary and non-discretionary services, utilizing proprietary and third-party investment platforms and strategies.
Jude D
CFP®, Series 63
Morristown, NJ
Private Advisor Group, LLC
Jude Digidio is a CFP® professional with 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also involved with B & D Group, Inc., a business related to his LPL activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines technology platforms and access to a range of third-party managers and proprietary managed account solutions.
James G
Series 66
Morristown, NJ
Private Advisor Group, LLC
James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.
Michelle N
Series 66
Morristown, NJ
Private Advisor Group, LLC
Michelle Nocito is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at LPL Financial, Ameriprise, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. She serves as an elected member of the Voorhees Township Committee and works as an adjunct professor at Camden County College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model that includes discretionary and non-discretionary services, managed account solutions, and access to third-party strategists and technology platforms.
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