Stroudsburg, PA Office

Team
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Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Firm-wide stats for Private Advisor Group, LLC

Total advisors

922

Across 421 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

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

Expertise

Annuities

Based on Private Advisor Group, LLC

Occupation focus

Founder/Business Owner

Based on Private Advisor Group, LLC

Location

907 Main Street, Suite 102

Stroudsburg PA 18360

Advisors at this office

4

Advisors at this office

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Melisa M

Series 63, Series 65

Stroudsburg, PA

Private Advisor Group, LLC

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary services and utilizing a fiduciary-based advisory model.

Annuities Founder/Business Owner
user avatar

Jeffrey M

Series 66

Stroudsburg, PA

Private Advisor Group, LLC

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. 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, leveraging technology platforms and third-party managers to offer diversified investment strategies.

Annuities Founder/Business Owner
user avatar

Kevin Y

Series 66

Stroudsburg, PA

Private Advisor Group, LLC

Kevin Yurko is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Morgan Stanley and Ameriprise. 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 advisory programs. The firm offers both discretionary and non-discretionary services, utilizing technology platforms and a fiduciary-based advisory model that includes third-party managers and proprietary solutions.

Annuities Founder/Business Owner
user avatar

Mary Beth D

CFP®, Series 63, Series 65

Stroudsburg, PA

Private Advisor Group, LLC

Mary Beth Donas is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial LLC, joining both firms in 2022. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with Venjenz LLC, a business focused on human and pet supplements. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Annuities Founder/Business Owner
View complete list of advisors at this office
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