Douglas Duerr
Douglas Duerr is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Montville, NJ, with 24 years of industry experience. Douglas 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
150 River Road, Montville, NJ, 07045
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Douglas is involved in several investment-related activities, including providing investment advisory services through Private Advisor Group and tax preparation/accounting through Douglas P Duerr, CPA LLC. He also spends minimal time on non-variable insurance and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities CorporationBroker
US Financial Advisors, LLC
U.S. Wealth Advisors, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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