Grass Valley, CA 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
908 Taylorville Rd, Ste 100
Grass Valley CA 95949
Advisors at this office
4
Advisors at this office
Garson G
Series 66
Grass Valley, CA
Private Advisor Group, LLC
Garson Graham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he has involvement with residential rental property management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.
Lucas M
CFP®, Series 66
Grass Valley, CA
Private Advisor Group, LLC
Lucas Mijares is a CFP® professional with 11 years of industry experience, currently serving at Private Advisor Group, LLC since 2026. He previously worked at LPL Financial and Mariner Independent Advisor Network, LLC, as well as Edward Jones. Mijares is co-owner of Mijares LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary advisory model and offers managed account solutions through proprietary and third-party platforms.
Jesse E
Series 66
Grass Valley, CA
Private Advisor Group, LLC
Jesse Ettlin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and LPL Financial before joining Private Advisor Group. Outside of advisory services, he owns a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model with a range of investment methods and access to proprietary and third-party managed account solutions.
Joshua C
Series 66
Grass Valley, CA
Private Advisor Group, LLC
Joshua Crisosto is a financial advisor at Private Advisor Group, LLC with Series 66 registration. He has prior experience working at Mariner Independent Advisor Network and LPL Financial LLC, and has a background at Heart and Vascular Center of America as well as Dignity Health. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party managers.
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