Andrew Karlinski
Andrew Karlinski is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 41 years of industry experience. Andrew 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2001Regulatory
October 1989Customer Dispute
March 1988Other Business ActivitiesSells Insurance
Andrew recommends and helps place traditional insurance products through AK Financial Group, spending minimal time on this. He also provides investment advisory services through Private Advisor Group LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ak Financial Group
Mutual Service CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations23 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.