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Michael H
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Michael Hecht is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2014 and has prior experience at LPL Financial LLC, 1717 Capital Management Company, and UBS Financial Services. Outside of his advisory role, Hecht is involved with ECH Financial LLC, a non-investment-related business entity. 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 and offers a range of managed account solutions, including proprietary and third-party programs.
Stephen L
CFP®, ChFC®, Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.
Franklin S
Series 66
Morristown, NJ
Private Advisor Group, LLC
Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. 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, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.
Raymond B
Series 63
Morristown, NJ
Private Advisor Group, LLC
Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. 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 offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.
Brian M
Series 65
Morristown, NJ
Private Advisor Group, LLC
Brian Mc Govern is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 65 license and six years of industry experience. He is also a partner in McGovern Garry LLC, a CPA firm providing tax and consulting services, and serves as an uncompensated board member of QuantumXchange, Inc. Mr. McGovern offers tax advice and preparation services separately from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining client goals and risk tolerances with a range of investment strategies and technology platforms, often utilizing third-party managers and wrap programs.
James G
CFP®, Series 63
Morristown, NJ
Private Advisor Group, LLC
James Galbraith III is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including previous roles at LPL Financial, Raymond James Financial Services, Steward Partners, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 managed account solutions. The firm employs a fiduciary advisory model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.
Brian D
Series 66
Morristown, NJ
Private Advisor Group, LLC
Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Raymond James Financial and Kennedy Insurance Services. Outside of advisory work, he is also an Uber driver and operates a property and casualty business through Edgewood Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, frequently implementing advice through third-party managers and turnkey asset management programs.
William A
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
William Angelo Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012. He is also the owner of Angelo & Associates CPA, a full-service CPA firm providing accounting and income tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model and integrates various investment strategies, often utilizing third-party managers and proprietary technology platforms.
Russell Z
Series 66
Morristown, NJ
Private Advisor Group, LLC
Russell Zamloot is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm specializing in tax preparation and accounting. 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 employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies often implemented through third-party managers.
Jonathon A
CFP®, Series 66
Morristown, NJ
Private Advisor Group, LLC
Jonathon Allen is a CFP® with 10 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with LPL Financial and Parks Wealth Management. 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 and managed account solutions. The firm operates under a fiduciary model and employs multiple investment strategies, often implementing advice through third-party managers and technology platforms.
James L
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo Clearing, and BNY Mellon Securities Corporation. Lyons also operates a wealth management practice under the name JK Lyons Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies while offering access to proprietary and third-party managed account solutions.
David B
Series 63, Series 66
Morristown, NJ
Private Advisor Group, LLC
David Breault is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Breault operates under a hybrid registered investment advisor arrangement with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.
Robert S
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Robert Samara is a financial advisor at Private Advisor Group, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Wealth Planners, LPL Financial, and PSEG. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm operates a fiduciary-based model that incorporates technology and a range of investment strategies while utilizing both in-house and third-party managers.
John K
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Wrp Investments, Inc., JK Capital Management, and Main Street Management Company. 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 and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.
Megan R
Series 66
Morristown, NJ
Private Advisor Group, LLC
Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. Private Advisor Group serves individuals, trusts, estates, 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 and integrates proprietary and third-party platforms and investment strategies.
Daniel J
Series 66
Morristown, NJ
Private Advisor Group, LLC
Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. 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 provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.
Mark R
CFP®, Series 63
Morristown, NJ
Private Advisor Group, LLC
Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.
Daniel P
Series 66
Morristown, NJ
Private Advisor Group, LLC
Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. 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 a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.
Pasquale C
Series 66
Morristown, NJ
Private Advisor Group, LLC
Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.
Alexander S
Series 66
Morristown, NJ
Private Advisor Group, LLC
Alexander Samara is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Madison Wealth Planners and LPL Financial. Prior to his career in finance, he was employed at Rowan University and Madison Public School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model offering proprietary and third-party managed account solutions and uses technology platforms to implement a range of investment strategies.
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