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CFP

Caitlin Strunk

Private Advisor Group, LLC
10 Years of Experience
Lansdale, PA
Broker
View SEC Summary
View SEC Summary

Caitlin Strunk is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lansdale, PA, with 10 years of industry experience. Caitlin is also registered as a broker, so some compensation may come from commissions on products sold. 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

1110 N. Broad Street, Lansdale, PA, 19446

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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

Caitlin operates her LPL business under the DBA Comprehensive Financial Professionals, Inc. She also owns CompProp LLC, a real estate rental business, dedicating minimal time to it, and Comprehensive Financial Holdings, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2018 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - October 2020 · 2 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2017 - November 2017 · 1 mo
National Planning CorporationBroker
December 2015 - November 2017 · 1 yr 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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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