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Wayne S
CFP®, Series 66
South Burlington, VT
Private Advisor Group, LLC
Wayne Segear is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2021. His prior experience includes roles at Invicta Advisors and Trustmont Financial Group, among others. He is also a partner in Ellsworth Segear & Company, a CPA firm that provides tax and consulting services separate from his advisory work. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a wide range of clients including individuals, trusts, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a variety of investment strategies and platforms.
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