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Charles F
Series 65, Series 63
Rochester, NY
Private Advisor Group, LLC
Charles Forte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include working at LPL Financial and serving at Goodwill of the Finger Lakes. 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 access to managed account solutions, third-party strategists, and technology platforms.
David G
Series 63, Series 65
Rochester, NY
Private Advisor Group, LLC
David Georgiev is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Private Advisor Group since 2016, with prior roles at LPL Financial and M&T Securities. Georgiev is involved in several business activities including managing Monarch Wealth Management, an independent investment advisory firm. 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 employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies and managed account solutions.
Constantine K
Series 63, Series 65
Rochester, NY
Private Advisor Group, LLC
Constantine Kitrinos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Private Advisor Group since 2016, previously with LPL Financial and M&T Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to proprietary and third-party managed account solutions and employs a fiduciary-based advisory model using various investment strategies and technology platforms.
Galina K
Series 63, Series 65
Rochester, NY
Private Advisor Group, LLC
Galina Kolossovsky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior firms include LPL Financial, City National Bank, RBC Capital Markets, J.P. Morgan Securities, and Chase Investment Services Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, often implementing advice through third-party managers and TAMPs.
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