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Alfonso Saverino

Private Advisor Group, LLC
10 Years of Experience
Red Bank, NJ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Alfonso Saverino is a registered investment advisor at Private Advisor Group, LLC, based in Red Bank, NJ, with 10 years of industry experience. Alfonso 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

322 State Route 35, Ste 320, Red Bank, NJ, 07701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alfonso provides investment advice through Private Advisor Group, LLC, dedicating nearly full-time hours to this. He is also a CPA with Kelleher, Saverino & Petzold CPAs LLC, spending about half his time providing tax advice and preparation services, and sells insurance products, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Q Capital Solutions
April 2023 - May 2025 · 2 yrs 1 mo
Metro Private Wealth LLC
February 2022 - January 2023 · 11 mos
Cetera Advisors LLC
August 2020 - December 2020 · 4 mos
Cetera Advisors LLCBroker
July 2020 - December 2020 · 5 mos
Ameriprise Financial Services, INC.Broker
May 2017 - March 2019 · 1 yr 10 mos
Ameriprise Financial Services, INC.
May 2017 - March 2019 · 1 yr 10 mos
Archer Investment Corporation
December 2016 - May 2017 · 5 mos
H.D. Vest Advisory Services, INC
August 2015 - September 2016 · 1 yr 1 mo
Hd Vest Investment ServicesBroker
August 2015 - September 2016 · 1 yr 1 mo
LPL Financial LLCBroker
October 2012 - July 2013 · 9 mos
LPL Financial LLC
October 2012 - July 2013 · 9 mos
Northwestern Mutual Investment Services,llc
March 2012 - October 2012 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 2012 - October 2012 · 7 mos
Wbi Investments
April 2011 - May 2011 · 1 mo
Quasar Distributors, LLCBroker
December 2010 - May 2011 · 5 mos
Hennion & Walsh, INC.Broker
August 2010 - September 2010 · 1 mo
State Registrations1 state
NJ
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.
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