About Private Advisor Group

By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a community of over 750 financial professionals nationwide. This provides me access to industry-leading services and resources, which includes:

• Sophisticated tools to help in planning, researching, documenting progress and applying changes and updates to help you navigate your financial journey.
• An extensive team of compliance professionals to ensure adherence to fiduciary obligations.
• Leading technology providers that offer financial planning software, market insights, practice management support, and tools to help my practice run smoothly while serving you efficiently.
• Practice consulting and growth programs to deliver a greater variety of innovative services.
• Practice protection, and business continuity and succession solutions for uninterrupted service.

 I also have access to flexible custodian platforms (essentially where your cash and securities are held) which now encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, TD Ameritrade and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integrity protections, and more.