Wexford, PA Office
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Private Advisor Group, LLC
Enterprise
Firm-wide stats for Private Advisor Group, LLC
About
Private Advisor Group serves a broad mix of clients — individuals, business entities, trusts, estates and charitable organizations — and provides discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan consulting across both wrap and non‑wrap programs. The firm sponsors advisory programs and offers access to third‑party asset managers, turnkey asset management platforms (TAMPs), and a firm‑managed WealthSuite separately managed account program.
Advisory solutions are delivered through the firm’s network of investment adviser representatives (IARs) who select custodians, model strategists and program vehicles to match client objectives; WealthSuite model portfolios are supported by Orion and by strategists including Fidelity, BlackRock, Goldman Sachs and others. Private Advisor Group describes a range of analytical approaches (fundamental, technical, charting, cyclical) and trading time horizons (long‑term, short‑term, trading), permits client‑imposed restrictions, and offers held‑away account management tools (Pontera) and 401(k) participant services.
Noteworthy for an enterprise firm of its size (the brochure reports just over $44 billion in AUM), the firm discloses multiple formal affiliations and hybrid activities: an affiliated FINRA broker‑dealer (PAG Financial, LLC), ownership ties involving LPL, an affiliated SEC‑registered adviser (Private Advisor Network, LLC), and a substantial cohort of dually registered IARs who also act as registered representatives, attorneys, licensed insurance agents, real‑estate brokers or accountants. The brochure also records an SEC administrative order in 2022 addressing mutual‑fund share‑class disclosures and details platform relationships (Orion, SEI, DPL, American Funds 529‑F‑2) and services — such as MAS, TAMP access and held‑away management — that go beyond standard retail portfolio management.
Based on Private Advisor Group, LLC
Location
8000 Brooktree Road, Suite 305
Wexford PA 15090
Advisors at this office
3
Advisors at this office
Donald K
CFP®, Series 63, Series 65
Wexford, PA
Private Advisor Group, LLC
Donald Kremer is a CFP® professional with over 34 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2012 and also maintains a long-standing association with LPL Financial, LLC since 2007. Kremer serves as president of Kremer & Associates, Inc., which provides non-variable insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 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, employing various investment strategies tailored to client objectives and risk tolerances.
Mark K
Series 66
Wexford, PA
Private Advisor Group, LLC
Mark Kelly is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group since 2012 and also maintains a longstanding affiliation with LPL Financial, LLC. Outside of his advisory roles, he is involved in diversity training through Innovative Business Products & Services, LLC. Private Advisor Group 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.
Jack K
Series 66
Wexford, PA
Private Advisor Group, LLC
Jack Kremer is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He joined the firm in 2026, having previously worked at LPL Financial and PNC. He recently completed his studies at the University of Pittsburgh. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and model portfolios.
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