CD
CD

Christopher Dorsey

16 Years of Experience
Morristown, NJ

Christopher Dorsey is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 16 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

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.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Private Advisor Group, LLC
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Heritage Wealth Management Group, LTD
October 2020 - October 2022 · 2 yrs
Wells Fargo Clearing Services, LLC
November 2018 - September 2020 · 1 yr 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - September 2020 · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
November 2017 - November 2018 · 1 yr
Raymond James Financial Services, INC.Broker
November 2017 - November 2018 · 1 yr
Courage Miller Partners, LLC
January 2016 - July 2017 · 1 yr 6 mos
Charles Schwab & CO., INC.
June 2011 - December 2015 · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
June 2011 - December 2015 · 4 yrs 6 mos
Edward Jones
November 2008 - May 2011 · 2 yrs 6 mos
Edward JonesBroker
October 2008 - May 2011 · 2 yrs 7 mos
State Registrations2 states
NCVA
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.