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Daniel Johnson

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Daniel Johnson is the Director of Advisor Strategy at Private Advisor Group. In this role, he leads advisor strategy initiatives focused on long-term planning, business insights, and solutions designed to help advisors clarify and execute their vision. He brings over 20 years’ experience in financial services to the team.

Prior to joining Private Advisor Group, Daniel served in senior leadership roles at LPL Financial and Osaic Wealth, leading large-scale service organizations, operational transformation initiatives, and multi-firm integrations.

Daniel holds an MBA from Queens University with a concentration in finance and majored in business management at Winthrop University, where he earned his bachelor’s degree. He holds FINRA series 6, 7, 63 and 65 securities registrations with a Certified Financial Planner (CFP ®) designation.

Daniel lives in Charlotte, North Carolina with his wife and three sons. Outside of work, he enjoys traveling with his family, staying active, coaching youth sports, and staying actively involved in the community.

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TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
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