Brett Cloak
Brett Cloak is a registered investment advisor at Private Advisor Group, LLC, based in Wyomissing, PA, with 24 years of industry experience. Brett 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
560 Van Reed Rd Ste 204, Wyomissing, PA, 19610
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.
Exams
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