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William Hart

Over 40 years of experience helping both institutional and individual investors, I strive to bring a unique perspective to managing my clients’ wealth and life. I use a financial planning centric approach. I strive for predictability as a result of a systematic and defined investment method. Consistent follow up and review completes the process.

Prior to joining Private Advisor Group, Bill was Vice President, Investments with AG Edwards and Sons for 25 years achieving both Presidents and Chairman’s Club recognition.

Bill holds a Bachelor of Science degree from Montclair State University and holds FINRA series 7 & 63 securities registrations with LPL Financial as well as Life and Health Insurance licenses.

After raising three daughters in New Providence NJ Bill and his wife Katie currently live in Southern Pines NC. Outside of work Bill enjoys golf and fine dining with Katie and regularly volunteers to assist with the many tournaments held year-round at the Pinehurst Country Club located a mile from his home.

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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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Experience how our community delivers the scale and resources to run a thriving practice—without sacrificing your independence.

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305 Madison Avenue, Morristown, NJ 07960

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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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