Trevor Wallner is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 19 years of industry experience. Trevor 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
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor uses Broadway Graham Wealth Partners as the business name for providing investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Trevor is also an owner and managing partner of Bayside Properties, a commercial real estate venture, but spends minimal time on it.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Keb Wealth Advisors
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual Service CorporationBroker
Brecek & Young Advisors, INC.Broker
State Registrations2 states
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.