Southampton, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
928 Jaymor Rd Ste C190
Southampton PA 18966
Advisors at this office
3
Advisors at this office
Eric V
ChFC®, Series 63
Southampton, PA
Private Advisor Group, LLC
Eric Vasil is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 15 years of industry experience and has previously worked at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of his advisory role, he is a managing partner at A&E Property Holdings LLC, which is involved in mortgage and real estate services. 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 employs a fiduciary-based advisory model that integrates technology platforms and various investment strategies, often implementing advice through third-party managers and model portfolios from firms like Fidelity, BlackRock, and Invesco.
Max W
Series 65, Series 63
Southampton, PA
Private Advisor Group, LLC
Max Weintraub is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Private Advisor Group since 2016. Weintraub also has professional experience with LPL Financial and operates Weintraub Financial Services. 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 employs a fiduciary-based advisory model and offers a range of managed account solutions, leveraging technology platforms and third-party managers.
Gregory K
Series 66
Southampton, PA
Private Advisor Group, LLC
Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Wealthcare Advisory Partners, LPL Financial, Cantella & Co., and UBS Financial Services. Kempner founded Wealthcare Advisory Partners LLC, through which he continues to provide investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that integrates multiple investment strategies and leverages third-party managers and technology platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)