Richard Samara
Richard Samara is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Florham Park, NJ, with 41 years of industry experience. Richard 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
23 Vreeland Road, Suite 201, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a registered investment advisor with Private Advisor Group, spending most of his time on this activity. He also operates under the DBA Madison Wealth Planners and sells fixed insurance products, though he dedicates minimal time to the latter.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
Wall Street Investor ServicesBroker
Citicorp Select Investments, INC.Broker
Fn Investment CenterBroker
Gna Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Brothers INC.Broker
Shearson Lehman Brothers INC.Broker
First Jersey Securities, INC.Broker
State Registrations13 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.