TrueAdvisor
TrueAdvisor
AS
AS

Alfonso Rocco Saverino

Private Advisor Group, LLC
9 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
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

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

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History

Regulatory History (1)
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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 · 9 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
Exams
No exam information available for this advisor.