San Jose, CA W Julian St Office

Chris Spencer is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at LPL Financial, Mariner Independent Advisor Network, and Merrill. Spencer is involved with Mariner Independent Advisor Network, an independent investment advisory firm, where he provides advisory services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program delivered through a network of investment adviser representatives.

Sajni Shah is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Fidelity Investments, Bank of America, Merrill, Mariner Independent, and LPL Financial. 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 through a variety of programs and access to third-party asset managers and model portfolios.

Michael Zent Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes roles at Mariner Independent Advisor Network and LPL Financial. He is involved with Camino Advisory Services, Inc., a business entity used for non-investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms, with advisory services delivered through a network of investment adviser representatives who tailor solutions to client objectives.