Camarillo, CA W Ventura Blvd Office
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Private Advisor Group, LLC
Enterprise
Firm-wide stats for Private Advisor Group, LLC
About
Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses and retirement plans, providing both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and access to wrap and non‑wrap advisory programs. The firm also offers managed account solutions including its proprietary WealthSuite, third‑party TAMPs and custodian programs, annuity allocation services, alternative investments through CAIS, and held‑away management for certain participant accounts via Pontera.
PAG describes its advisory model as fiduciary‑based: investment adviser representatives gather client goals and risk tolerances, then either act as portfolio managers or assist clients in selecting managers and model portfolios from strategists such as Fidelity, BlackRock and Invesco. The firm uses technology platforms (Orion for WealthSuite, Pontera for held‑away assets) and employs a range of methods (asset allocation, fundamental, technical, trading and both long‑ and short‑term strategies) while often implementing advice through third‑party managers and TAMPs.
Noteworthy features in the brochure include that certain IARs are licensed attorneys who may provide legal services in their individual capacities and that some IARs serve as real estate brokers, dealers or investors and may recommend real estate transactions — relationships the firm discloses and seeks to manage. The brochure also discloses an ownership link and business relationships with LPL and affiliated entities, a proprietary WealthSuite that receives model‑provider revenue shares used to offset platform costs, and a recent SEC enforcement matter concerning mutual fund share‑class disclosures for which the firm agreed to remedial measures and payment.
Based on Private Advisor Group, LLC
Location
400 W Ventura Blvd, Ste 205
Camarillo CA 93010
Advisors at this office
4
Advisors at this office
Vida J
CFP®, Series 63
Camarillo, CA
Private Advisor Group, LLC
Vida Jatulis is a CFP® professional with seven years of industry experience, currently affiliated with Private Advisor Group, LLC. Her work history includes roles at Mainstreet Financial Planning, Summit Financial Consultants, and Camber Wealth. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, employing a fiduciary-based advisory model that incorporates third-party managers and diverse investment strategies.
Miranda G
CFP®, Series 66
Camarillo, CA
Private Advisor Group, LLC
Miranda Gerda is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Private Advisor Group, LLC since 2026 and previously served at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. Her background also includes a role at LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.
Nicholas G
CFP®, Series 66
Camarillo, CA
Private Advisor Group, LLC
Nicholas Goodwin is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, LPL Financial, Summit Wealth Management Group, Fidelity, and Ameriprise. 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 through a fiduciary-based advisory model.
Dustin D
CFP®, Series 66
Camarillo, CA
Private Advisor Group, LLC
Dustin Dockter is a CFP® with 15 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked at Mariner Independent Advisor Network, Summit Wealth Management Group, Inc., and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.
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