Follow the latest happenings and important updates at Private Advisor Group.
MORRISTOWN, NJ, Tuesday, July 25, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Timothy Brunnock, founder and independent financial advisor with Trinity Financial Strategies, has been named among AdvisorHub’s 100 Solo Advisors to Watch. As a Top 100 Solo Advisor to Watch, Timothy has been recognized as an advisor who…
Published: July 25, 2023
Read MoreMORRISTOWN, NJ, Monday, July 17, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Stephanie McCullough, founder and independent financial advisor with Sofia Financial, has been named among the top 10 financial advisors on The Investopedia 100 Top Financial Advisors. McCullough was recognized for using her platforms and influence in the…
Published: July 17, 2023
Read MorePrivate Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 29, 2023
Read MorePrivate Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 5, 2023
Read MorePrivate Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: May 23, 2023
Read MorePrivate Advisor Group has announced that Adam Schorr has been named its Chief Financial Officer (CFO). Petra Barone, will assume a new role as Head of Finance. Together, they bring decades of strategic finance experience to the leadership team and will strengthen the accounting and finance functions while continuing to capitalize on both organic growth and strategic opportunities ahead….
Published: April 4, 2023
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