Leslie Krajnak
Leslie Krajnak is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Hamilton, NJ, with 10 years of industry experience. Leslie 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
3500 Quakerbridge Rd. Suite 106, Hamilton, NJ, 08619
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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
Leslie works as an insurance agent selling insurance and annuity products. This activity takes a few hours per week, including time during trading hours, and involves a similar clientele.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Palante Wealth Advisors, LLC
Corecap Investments, LLCBroker
Corecap Advisors
Eagle Strategies LLC
Nylife Securities LLCBroker
Blackrock Investment Management, LLC
Blackrock Investments, INC.Broker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
The Concord Equity Group, LLCBroker
The Concord Equity Group, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.