AP
AP

Anthony Pettograsso

34 Years of Experience
Albany, NY
BrokerSells Insurance

Anthony Pettograsso is a registered investment advisor at Private Advisor Group, LLC, based in Albany, NY, with 34 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

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.

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Location

80 Wolf Rd, Ste 301, Albany, NY, 12205

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Anthony operates under the DBA Albany Financial Group and Private Advisor Group as a registered investment advisor. He also sells health and life insurance products, owns thoroughbred race horses, and manages rental properties, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2021 - Present · 4 yrs 7 mos
LPL Financial LLC
May 2004 - Present · 22 yrs
LPL Financial LLCBroker
May 2004 - Present · 22 yrs
Previous Registrations
LPL Financial LLC
August 2021 - October 2021 · 2 mos
Ws Griffith Securities, INC.Broker
February 1992 - June 2004 · 12 yrs 4 mos
State Registrations2 states
FLNY
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.