Annapolis, MD Towne Centre Blvd Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

3

Of 924 advisors across 419 offices

Location

1910 Towne Centre Blvd, Suite 250

Annapolis MD 21401

Advisors at this office

3

Advisors at this office

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Bridget S

Series 66

Annapolis, MD

Private Advisor Group, LLC

Bridget Shanley is a financial advisor at Private Advisor Group, LLC with Series 66 credentials. She has less than one year of industry experience and has previously worked at LPL Financial and FinanceForward, LLC. Outside of her advisory roles, she has experience working as a student employee in recreation and wellness at Loyola University Maryland. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs using a variety of investment strategies and multiple custodial arrangements.

Retired Founder/Business Owner
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Thomas O

Series 66

Annapolis, MD

Private Advisor Group, LLC

Thomas O’Connor is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Leidos. Outside of advising, he operated O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party managers and proprietary model portfolios.

Retired Founder/Business Owner
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Elaine S

CFP®, Series 63, Series 65

Annapolis, MD

Private Advisor Group, LLC

Elaine Shanley is a CFP® professional with 29 years of industry experience, currently affiliated with Private Advisor Group, LLC. She has worked with Young and Company and has been an independent insurance agent since 1996. Shanley is based in Towson, MD. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships.

Retired Founder/Business Owner
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