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Nathan S

Series 63, Series 66

Syracuse, NY

Private Advisor Group, LLC

Nathan Stevens is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2018 and previously was with Eastgate Financial from 2016 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary services using multiple investment strategies and third-party managers.

Annuities Founder/Business Owner
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Scott S

Series 63, Series 65

Syracuse, NY

Private Advisor Group, LLC

Scott Stevens is a financial advisor with Private Advisor Group, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at LPL Financial, LLC and Mutual of Omaha Investor Services, Inc. Stevens is involved with Eastgate Financial Group, Inc., an investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Annuities Founder/Business Owner
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