Craig Breitsprecher
Craig Breitsprecher is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 15 years of industry experience. Craig 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is involved in several business activities, including Breitsprecher & Associates LLC, Ward Brokerage (selling non-variable insurance), Private Advisor Group (investment advisory services), Thrivepoint Financial (DBA for LPL business), and Fires in the Distance LLC (musician). He dedicates full-time hours to investment advisory services through Private Advisor Group and about a quarter of his time to Private Advisor Group DBA, and about 10-20% of his time to his music business.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 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.