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Allen Kletkin

Private Advisor Group, LLC
11 Years of Experience
New York, NY
View SEC Summary
View SEC Summary

Allen Kletkin is a registered investment advisor at Private Advisor Group, LLC, based in New York, NY, with 11 years of industry experience. Allen 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
915 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

401 Park Avenue, 10th Floor, New York, NY, 10016

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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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Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2026 · 1 yr 1 mo
Fidelity Personal and Workplace Advisors
April 2023 - March 2025 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
February 2023 - April 2026 · 3 yrs 2 mos
Exane, INC.Broker
May 2019 - February 2021 · 1 yr 9 mos
Old City Securities LLCBroker
July 2018 - June 2019 · 11 mos
RBC Capital Markets Arbitrage, S.A.Broker
March 2015 - November 2015 · 8 mos
RBC Capital Markets, LLCBroker
March 2015 - July 2016 · 1 yr 4 mos
Sg Americas Securities, LLCBroker
October 2012 - February 2015 · 2 yrs 4 mos
Knight Capital Americas LLCBroker
July 2012 - October 2012 · 3 mos
Knight Capital Americas, L.P.Broker
February 2011 - July 2012 · 1 yr 5 mos
Columbia Management Investment Distributors, INC.Broker
October 2010 - October 2010 · 0 mos
Sidoti & Company, LLCBroker
January 2010 - February 2010 · 1 mo
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
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