William Scarfone
William Scarfone is a registered investment advisor at Private Advisor Group, LLC, based in St. Clair Shores, MI, with 19 years of industry experience. William 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
100 Maple Park Blvd #120, St. Clair Shores, MI, 48081
Get directionsHistory
Regulatory History (1)
Criminal
November 1983Other Business Activities
William is a board member at Grip Mobility, a transportation security company, providing business advice. This activity requires minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Pruco Securities, LLC.Broker
Funds Distributor, LLCBroker
Financial West GroupBroker
Charles Schwab & CO., INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.