Jeffrey Sartorius
Jeffrey Sartorius is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 43 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
March 1991Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including outside sales of non-variable insurance since 2004. He also dedicates a significant amount of time to investment advisory services through Private Advisor Group, LLC and related DBAs, as well as managing DFS Advisor Group, LLC for tax/investment purposes.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Ws Griffith Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.