RC
CFP
RC
CFP

Ryan Czamara

3 Years of Experience
Morristown, NJ
Sells Insurance

Ryan Czamara is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 3 years of industry experience. Ryan 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.

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 ActivitiesSells Insurance

Ryan uses Hamilton Wealth Management as the business name for his investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Ryan also holds an insurance license and may recommend insurance products for commission, separate from his advisory services.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Securities America, INC.Broker
November 2023 - May 2024 · 6 mos
Schaffer & Company Asset Management, INC.
March 2022 - March 2023 · 1 yr
Brighton Securities CORP.
January 2022 - January 2022 · 0 mos
Brighton Securities CORP.Broker
December 2021 - January 2022 · 1 mo
State Registrations1 state
NY
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.
Ryan Czamara - Financial Advisor | TrueAdvisor