Staten Island, NY Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

2

Of 924 advisors across 420 offices

Location

Staten Island NY

Advisors at this office

2

Advisors at this office

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Joseph R

Series 63, Series 65

Staten Island, NY

Private Advisor Group, LLC

Joseph Razzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial, LLC and Private Advisor Group since 2015. Outside of his advisory role, he serves as an independent contractor providing non-variable insurance services through Integrated Financial Concepts. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and partnerships with major strategists and platforms.

Retired Founder/Business Owner
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James M

Series 66

Staten Island, NY

Private Advisor Group, LLC

James Mcbratney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 21 years of industry experience, having worked at LPL Financial since 2007 and with Private Advisor Group since 2014. Outside of advising, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory programs and third-party asset managers to tailor solutions to client objectives.

Retired Founder/Business Owner
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