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CFP
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CFP

Marilyn Suey

Private Advisor Group, LLC
22 Years of Experience
San Ramon, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Marilyn Suey is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in San Ramon, CA, with 22 years of industry experience. Marilyn 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
—
View Full SEC Brochure

Location

6101 Bollinger Canyon Rd, Suite 367, San Ramon, CA, 94583

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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

Marilyn owns rental real estate, is a speaker and author, and is involved with The Diamond Group, offering non-variable insurance products. She also dedicates her full time to Mariner Independent Advisor Network as a registered investment advisor hybrid.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLC
May 2013 - Present · 13 yrs 5 mos
LPL Financial LLCBroker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Mariner Advisor Network
November 2016 - June 2026 · 9 yrs 7 mos
Yerba Buena Wealth Advisors, LLC
October 2015 - August 2017 · 1 yr 10 mos
Yerba Buena Wealth Advisors LLC
September 2013 - October 2016 · 3 yrs 1 mo
First Allied Advisory Services, INC.
October 2012 - May 2013 · 7 mos
First Allied Securities, INC.Broker
October 2012 - May 2013 · 7 mos
Ogilvie Security Advisors CORP
February 2005 - October 2012 · 7 yrs 8 mos
Ogilvie Security Advisors CorporationBroker
August 2004 - October 2012 · 8 yrs 2 mos
Ameritas Investment CORP.Broker
February 2004 - August 2004 · 6 mos
State Registrations14 states
AZCACOFLKSMONCNJNVNYOHORTXVA
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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