Victor Alfieri
Victor Alfieri is a registered investment advisor at Private Advisor Group, LLC, based in Simpsonville, SC, with 24 years of industry experience. Victor 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
Simpsonville, SC
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2010Customer Dispute
August 2010Customer Dispute
October 2009Customer Dispute
June 2009Customer Dispute
April 2009Other Business Activities
Victor provides administrative support to Private Advisor Group, LLC, an independent investment advisor firm, since March 2022. This activity takes nearly full-time hours.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Fintrust Brokerage Services, LLCBroker
Fintrust Investment Advisory Services, LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Centura Securities, INC.Broker
Dreyfus Service CorporationBroker
State Registrations53 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.