Andrew Conrad Karlinski

CFP

Private Advisor Group, LLC

41 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Private Advisor Group, LLC

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

Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History (3)

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.

Customer Dispute

May 2001

Settled

Regulatory

October 1989

Final

Customer Dispute

March 1988

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrew recommends and helps place traditional insurance products through AK Financial Group, spending minimal time on this. He also provides investment advisory services through Private Advisor Group LLC, dedicating full-time hours to this activity.

Employment History

Current Registrations

Private Advisor Group, LLC

September 2022 - Present · 3 yrs 5 mos

LPL Financial LLC

September 2009 - Present · 16 yrs 5 mos

LPL Financial LLCBroker

September 2009 - Present · 16 yrs 5 mos

Previous Registrations

Ak Financial Group

July 1997 - December 2022 · 25 yrs 5 mos

Mutual Service CorporationBroker

January 1988 - September 2009 · 21 yrs 8 mos

Integrated Resources Equity CorporationBroker

June 1984 - January 1988 · 3 yrs 7 mos

State Registrations24 states

AZCACOFLGAIAIDILINMAMDMIMNNCNVNYOKORRISCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.