Albert Angelos is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 32 years of industry experience. Albert 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
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 Activities
Albert operates his LPL business under the DBA Philadelphia Financial, LLC, dedicating full-time hours. He also provides investment advisory services through Private Advisor Group, LLC, where he spends full-time hours as well.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations7 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.