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CFP
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CFP

Carolyn Oh

Private Advisor Group, LLC
22 Years of Experience
Blue Bell, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Carolyn Oh is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Blue Bell, PA, with 22 years of industry experience. Carolyn 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.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

725 Skippack Pike Ste 200, Blue Bell, PA, 19422

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Carolyn operates her LPL business under the DBA JSO Partners and owns rental real estate. She is also an insurance agent selling life, health, disability, and long-term care insurance, and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Mariner Advisor Network
February 2023 - June 2026 · 3 yrs 4 mos
Fsc Securities Corporation
September 2019 - February 2023 · 3 yrs 5 mos
Fsc Securities CorporationBroker
March 2018 - February 2023 · 4 yrs 11 mos
Goldman Sachs & CO. LLCBroker
July 2004 - March 2018 · 13 yrs 8 mos
Fsc Securities CorporationBroker
September 2002 - January 2003 · 4 mos
State Registrations26 states
AZCACOCTDEFLGAHIILINKYMDMEMIMNMONCNJNVNYOHORPATXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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