Orwigsburg, PA 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
3 Sculps Hill Road
Orwigsburg PA 17961
Advisors at this office
4
Advisors at this office
Suzanne L
Series 63, Series 65
Orwigsburg, PA
Private Advisor Group, LLC
Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at LPL Financial, Wells Fargo Clearing, Cetera Investment Services, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection through technology platforms and third-party strategists.
Andrew S
Series 66
Orwigsburg, PA
Private Advisor Group, LLC
Andrew Snyder is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has over 25 years of experience, including a lengthy tenure at IQE, Inc., and has also been affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides portfolio management, financial planning, retirement plan consulting, and offers managed account solutions utilizing proprietary technology and a fiduciary-based advisory model.
Kathy M
Series 63, Series 65, Series 66
Orwigsburg, PA
Private Advisor Group, LLC
Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with Private Advisor Group since 2016 and has prior experience at LPL Financial, The Seltzer Group, and VOYA Financial Advisors, Inc. Outside of her advisory role, she is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using a variety of investment strategies and technology platforms, providing clients access to proprietary and third-party managed account solutions.
Aaron K
Series 66
Orwigsburg, PA
Private Advisor Group, LLC
Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial, Prudential Insurance Company of America, Pruco Securities, New England Securities, 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 advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms to meet client goals.
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