Charles Mcglynn
Charles Mcglynn is a registered investment advisor at Private Advisor Group, LLC, based in Jamison, PA, with 25 years of industry experience. Charles 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
2370 York Road, Suite A9A, Jamison, PA, 18929
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Charles operates under the DBAs New Vintage Capital, LLC and Private Advisor Group, providing financial planning and asset management services. He dedicates full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations13 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.