Houston, TX North Loop W Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

2

Of 917 advisors across 420 offices

Location

2180 North Loop W Ste 270

Houston TX 77018

Advisors at this office

2

Advisors at this office

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Jason N

Series 66

Houston, TX

Private Advisor Group, LLC

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial LLC and SWS Capital Investment LLC. Neslony is involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Retired Founder/Business Owner
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William S

Series 66

Houston, TX

Private Advisor Group, LLC

William Schorp is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Private Advisor Group, LLC and affiliated with LPL Financial since 2012. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third‑party asset managers, and a proprietary WealthSuite separately managed account program supported by multiple strategists and technology platforms.

Retired Founder/Business Owner
View complete list of advisors at this office
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