Naples, FL Office

Team
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Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Firm-wide stats for Private Advisor Group, LLC

Total advisors

921

Across 420 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

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

Expertise

Annuities

Based on Private Advisor Group, LLC

Occupation focus

Founder/Business Owner

Based on Private Advisor Group, LLC

Location

Naples FL

Advisors at this office

5

Advisors at this office

user avatar

Ralph R

Naples, FL

Private Advisor Group, LLC

Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked at Private Advisor Group since 2014 and also has concurrent experience with Chatham Wealth Management, LLC and Raab & Moskowitz Asset Management LLC dating back to 2008. He provides investment advice under the business name Private Advisor Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
user avatar

Mark A

Series 63, Series 65

Naples, FL

Private Advisor Group, LLC

Mark Alpert is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Private Advisor Group since 2013 and has worked with LPL Financial since 2011. Outside of his advisory roles, he is also a CPA providing tax preparation and accounting services, and he operates a financial firm that offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model utilizing a variety of investment strategies and technology platforms, often implementing client advice through third-party managers and managed account programs.

Annuities Founder/Business Owner
user avatar

Stephen N

Series 63

Naples, FL

Private Advisor Group, LLC

Stephen North is a financial advisor with Private Advisor Group, LLC in Naples, FL, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Investors Financial Group, LPL Financial, and Mutual Service Corporation. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using various investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
user avatar

Joseph G

Series 63, Series 66

Naples, FL

Private Advisor Group, LLC

Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Private Advisor Group since 2015 and has worked with LPL Financial since 2004. Outside of his advisory work, he owns Bio-Care Inc, a private testing company specializing in occupational medical surveillance testing in Michigan and Ohio, where he also serves on the board. 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 advisory programs. The firm operates a fiduciary-based model using a broad range of investment methods and technology platforms, often implementing advice through third-party managers and strategy providers.

Annuities Founder/Business Owner
user avatar

Paul C

Series 63, Series 65

Naples, FL

Private Advisor Group, LLC

Paul Colwell III is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Dw Inc. and LPL Financial. Colwell has been with Private Advisor Group since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model combining proprietary and third-party managed account solutions.

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