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Michael Zent

Private Advisor Group, LLC
35 Years of Experience
San Jose, CA
2 DisclosuresBroker
View SEC Summary
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Michael Zent is a registered investment advisor at Private Advisor Group, LLC, based in San Jose, CA, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 W Julian St Bldg 3, San Jose, CA, 95110

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Denied
Customer Dispute
May 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates under the DBA Camino Advisors since 2013. He also dedicates full-time hours to providing investment advisory services through Mariner Independent Advisor Network LLC since May 2023, and spends minimal time on Camino Advisory Services, Inc for tax/investment purposes.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLC
July 2013 - Present · 13 yrs 3 mos
LPL Financial LLCBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Mariner Advisor Network
July 2016 - June 2026 · 9 yrs 11 mos
Strategic Wealth Advisors Group
November 2015 - July 2016 · 8 mos
LPL Financial LLC
July 2013 - April 2020 · 6 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - July 2013 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
January 2010 - July 2013 · 3 yrs 6 mos
Citigroup Global Markets INC.
May 2007 - February 2010 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
May 2007 - February 2010 · 2 yrs 9 mos
Citicorp Investment Services
December 2003 - May 2007 · 3 yrs 5 mos
Citicorp Investment ServicesBroker
December 2003 - May 2007 · 3 yrs 5 mos
Sentra Securities CorporationBroker
November 2002 - November 2003 · 1 yr
Wm Financial Services, INC.Broker
August 2001 - December 2002 · 1 yr 4 mos
Sii Investments, INC.Broker
November 1998 - September 2001 · 2 yrs 10 mos
Liberty Securities CorporationBroker
May 1994 - December 1998 · 4 yrs 7 mos
Nylife Securities INC.Broker
June 1991 - June 1994 · 3 yrs
State Registrations13 states
AZCAFLGAHIMINVNYOHORTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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