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William Scarfone

Private Advisor Group, LLC
19 Years of Experience
St. Clair Shores, MI
1 Disclosure
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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 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
—
View Full SEC Brochure

Location

100 Maple Park Blvd #120, St. Clair Shores, MI, 48081

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1983
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
January 2026 - Present · 9 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - September 2025 · 6 yrs 4 mos
Independent Financial Partners
March 2018 - September 2025 · 7 yrs 6 mos
Advice and Planning Services
April 2016 - December 2017 · 1 yr 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - December 2017 · 1 yr 11 mos
Pruco Securities, LLC.Broker
October 2015 - December 2015 · 2 mos
Funds Distributor, LLCBroker
March 2013 - October 2014 · 1 yr 7 mos
Financial West GroupBroker
June 2012 - January 2013 · 7 mos
Charles Schwab & CO., INC.Broker
May 2008 - September 2010 · 2 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley Dw INC.Broker
April 2003 - April 2007 · 4 yrs
State Registrations1 state
MI
Advisor

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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