Private Advisor Group, LLC’s Part 2A Brochure dated March 28, 2018, contains changes to Private Advisor Group, LLC’s disclosure statement that was filed on March 25, 2017, and an amended version filed on September 12, 2017. The Brochure was updated regarding mutual fund share class selection, custody and surprise audits based on standing letters of authorization, conflicts of interest based on securities-based loans and margin loans and with language that was supplied by Schwab Advisor Services about their sponsored advisory programs and other language specific to advisory programs sponsored by other custodians. Clients should review disclosure documents from sponsors of advisory programs for the most complete and current information about those programs, and those sponsors may change those programs without consulting with or notifying Private Advisor Group.
If you have any questions about this summary or about the contents of the brochures, please contact us at (973) 538-7010 or RIAcompliance@PrivateAdvisorGroup.com.
We are required to send this information to all of our clients annually.