News

Private Advisor Group Launches Another Affiliation Model

Originally published via Diana Britton, May 19, 2021 /WealthManagement.com/ — The large enterprise RIA is building a limited purpose broker/dealer to attract hybrid advisors who want to custody outside of LPL Financial. Private Advisor Group, the Morristown, N.J.–based registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial, has launched a limited purpose broker/dealer, PAG Financial, as a way to expand its…

Published: May 20, 2021

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Private Advisor Group Expands Leadership Team with New Advisor Growth, Marketing, and Compliance Heads

MORRISTOWN, N.J., May 18, 2021 /PRNewswire/ — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of four senior leaders from the financial services profession to its leadership team. The new roles include:   Raphiella Adamson, Compliance Director; with extensive experience encompassing technology, transitions, branch exams, licensing, and registration, she will be…

Published: May 18, 2021

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Private Advisor Group Continues National Expansion; Taps Verne Marble to Lead RIA Business Development

MORRISTOWN, NJ, March 17, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of Verne Marble as their new Director of Business Development. In the role, he will continue to advance Private Advisor Group’s national expansion in the RIA market while deepening relationships with the industry’s…

Published: March 17, 2021

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Private Advisor Group Expands IT Leadership; Hires New Chief Information Officer to Oversee Expansion

MORRISTOWN, NJ, February 25, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of Philip Coniglio as their new Chief Information Officer. In the role, he will provide additional expertise and operational strength to PAG’s expanding portfolio of technology solutions. Phil will also serve as the…

Published: February 25, 2021

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SAM (Smartleaf Asset Management) Announces Automated Sub-Advisory Rebalancing Service for Customized, Tax-Optimized Accounts with Private Advisor Group (PAG) as Launch Client

SAM’s automated rebalancing and trading service enables advisors to provide clients of all sizes with highly customized and tax-optimized portfolios, including direct indexes and unified managed accounts (UMAs) with direct index cores. BOSTON, Feb. 4, 2021 /PRNewswire.com/ SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company,…

Published: February 16, 2021

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Private Advisor Group Strengthens Executive Team; Enhances Focus on Continued Growth and Value

MORRISTOWN, N.J., Jan. 26, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of two new executives to support the company’s rapidly growing footprint with independent advisors and individual investors across the United States. Effective immediately, Petra Barone is promoted to the role of Chief Financial Officer, and Frank Smith joins PAG in…

Published: January 26, 2021

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