Brett Cloak
Brett Cloak is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 24 years of industry experience. Brett 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
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Brett is involved with Private Advisor Group, LLC and Level Financial Partners LLC as a registered investment advisor. He also has a business entity for tax/investment purposes and secured a loan from his parents. None of these activities appear to involve insurance sales.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
The Centurion Group, LLC
Centurion Asset Management, LLC
New England Securities Corporation
New England SecuritiesBroker
Linsco/private Ledger CORP.Broker
State Registrations11 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.