AS
AS

Adam J Schorr

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

Fort Mill, SC

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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 Activities

Adam provides administrative support to Private Advisor Group, an independent investment advisor firm, dedicating full-time hours to this activity. He also works with PAG Financial, LLC, a limited purpose broker dealer, spending minimal time on this activity.

Employment History
Current Registrations
Pag Financial, LLCBroker
November 2024 - Present · 1 yr 3 mos
Pag Financial, LLC
November 2024 - Present · 1 yr 3 mos
Private Advisor Group, LLC
March 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
June 2009 - Present · 16 yrs 8 mos
LPL Financial LLC
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2010 - March 2023 · 12 yrs 8 mos
Uvest Financial Services Group, INC.
July 2010 - December 2011 · 1 yr 5 mos
Uvest Financial Services Group, INC.Broker
March 2007 - April 2012 · 5 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
January 2007 - January 2007 · 0 mos
State Registrations2 states
NJSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.