AV
CFA
AV
CFA

Adon S Vanwoerden

16 Years of Experience
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

401 Park Ave South, 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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Other Business Activities

Adon uses Macro Edge Advisory Group as the business name for his investment advice services through Private Advisor Group, dedicating nearly full-time hours to this. He also owns Macro Edge Advisory Group LLC for tax reasons and is a board member of a non-profit, dedicating minimal time to each.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2025 - Present · 9 mos
Previous Registrations
Neuberger Berman Bd LLC
November 2015 - May 2025 · 9 yrs 6 mos
Neuberger Berman Bd LLCBroker
November 2015 - May 2025 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - November 2015 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2015 · 6 yrs 1 mo
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.