Dave Carratt is a Director of Advisor Growth and Engagement at Private Advisor Group. In this role, he is responsible for strategic business consulting and relationship management with advisors, with an emphasis and focus on Succession Planning. He brings over 30 years of experience in financial services to the team.

Prior to joining Private Advisor Group, Dave was a Senior Business Consultant at Osaic where he helped advisors with succession and acquisition goals as well as business growth. During his career, he has held leadership positions in several different areas of our industry, including Compliance Manager, Director of Business Development, and Regional Sales Manager. He spent the first 10 years of his career as an advisor working directly with clients.

Dave earned a Bachelor’s degree in economics from the University of Washington. He holds FINRA series 7, 24, and 65 securities registrations and has completed several designations, including the CFP.

Dave lives in Mill Creek, WA, with his wife, Karen, and their Labrador, Molly. He has two adult children, Sarah, who works for Pfizer, and Stephen, who works for the Red Cross. Outside of work, he enjoys working out, hiking, and fly fishing.