Joseph Cuozzi is a financial advisor with Private Advisor Group, LLC in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Cleararc Capital, Inc., and Morgan Stanley DW Inc. Cuozzi also operates JC Financial Group, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms, utilizing a fiduciary-based advisory model.

Michael Bock is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and 22 years of industry experience. His prior work includes roles at LPL Financial, TIAA-CREF, Oppenheimer, and Raymond James Financial. He is also active as a non-variable insurance agent with Aflac. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based model that incorporates a variety of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.