Alfonso Saverino
Alfonso Saverino is a registered investment advisor at Private Advisor Group, LLC, based in Red Bank, NJ, with 9 years of industry experience. Alfonso 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
322 State Route 35, Ste 320, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2010Other 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
Previous Registrations
Q Capital Solutions
Metro Private Wealth LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Archer Investment Corporation
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wbi Investments
Quasar Distributors, LLCBroker
Hennion & Walsh, INC.Broker
State Registrations1 state
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.