St Johns, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$42,347,851,697
ClientsTotal clients
139,740
AdvisorsAdvisors at this office
3
Of 924 advisors across 419 offices
Location
301 N Clinton Avenue
St Johns MI 48879
Advisors at this office
3
Advisors at this office
Taylor M
Series 66
St Johns, MI
Private Advisor Group, LLC
Taylor Massa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial, Securian Financial Services, Wealth Strategies Financial Group, and Minnesota Life Insurance. Massa operates an independent investment advisory business through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.
Samuel B
Series 66
St Johns, MI
Private Advisor Group, LLC
Samuel Butler is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and extensive industry affiliations.
John S
Series 63, Series 66
St Johns, MI
Private Advisor Group, LLC
John Sirrine is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships and multiple custodians.
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