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Joseph R
Series 63, Series 65
Staten Island, NY
Private Advisor Group, LLC
Joseph Razzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial, LLC and Private Advisor Group since 2015. Outside of his advisory role, he serves as an independent contractor providing non-variable insurance services through Integrated Financial Concepts. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and partnerships with major strategists and platforms.
James M
Series 66
Staten Island, NY
Private Advisor Group, LLC
James Mcbratney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 21 years of industry experience, having worked at LPL Financial since 2007 and with Private Advisor Group since 2014. Outside of advising, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory programs and third-party asset managers to tailor solutions to client objectives.
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